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Harvest Group Wealth Management’s AtriCure ATRC Stock Holding History

Harvest Group Wealth Management’s Portfolio ATRC Stock Details ATRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$912 Buy
22
+6
+38% +$249 ﹤0.01% 153
2022
Q4 		$710 Hold
16
– – ﹤0.01% 162
2022
Q3 		$1K Hold
16
– – ﹤0.01% 129
2022
Q2 		$1K Buy
+16
New +$758 ﹤0.01% 141

Other funds holding ATRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Harvest Group Wealth Management's ATRC Position: Q1 2023 in Review

Harvest Group Wealth Management increased its AtriCure (ATRC) stake by 38% in Q1 2023, buying an estimated $249 and bringing the position to 22 shares worth $912. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Harvest Group Wealth Management first reported a position in ATRC in Q2 2022 and has held it in 4 quarters since. The position peaked at $1K in Q3 2022. 224 funds tracked by Wall St. Rank hold ATRC as of Q1 2023.

  • Harvest Group Wealth Management held 22 shares of AtriCure worth $912 as of Q1 2023.
  • Harvest Group Wealth Management bought 6 AtriCure shares in Q1 2023, an estimated $249.
  • AtriCure made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #153 holding.
  • Harvest Group Wealth Management first reported a position in AtriCure in Q2 2022 and has held it in 4 quarters since.
  • Harvest Group Wealth Management's AtriCure position peaked at $1K in Q3 2022.
  • 224 funds tracked by Wall St. Rank held AtriCure as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.