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Heritage Wealth Management (Arizona)’s AtriCure ATRC Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$1.95K Buy
44
+22
+100% +$919 ﹤0.01% 981
2022
Q3 		$1K Buy
+22
New +$1.01K ﹤0.01% 919

Other funds holding ATRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ATRC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its AtriCure (ATRC) stake by 100% in Q4 2022, buying an estimated $919 and bringing the position to 44 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Heritage Wealth Management (Arizona) first reported a position in ATRC in Q3 2022 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold ATRC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 44 shares of AtriCure worth $1.95K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 22 AtriCure shares in Q4 2022, an estimated $919.
  • AtriCure made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #981 holding.
  • Heritage Wealth Management (Arizona) first reported a position in AtriCure in Q3 2022 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held AtriCure as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.