Institutional & Family Asset Management’s AtriCure ATRC Stock Holding History

Institutional & Family Asset 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
2022 Q4	–	Sell	-7	Closed	–	–	725
2022 Q3	$0	Sell	7 -10	-59%	-$457	﹤0.01%	708
2022 Q2	$1K	Sell	17 -5	-23%	-$237	﹤0.01%	627
2022 Q1	$1K	Sell	22 -1	-4%	-$65	﹤0.01%	673
2021 Q4	$2K	Hold	23	–	–	﹤0.01%	646
2021 Q3	$2K	Sell	23 -16	-41%	-$1.23K	﹤0.01%	754
2021 Q2	$3K	Buy	39 +13	+50%	+$945	﹤0.01%	765
2021 Q1	$2K	Sell	26 -16	-38%	-$985	﹤0.01%	775
2020 Q4	$2K	Buy	42 +20	+91%	+$865	﹤0.01%	746
2020 Q3	$1K	Buy	+22	New	+$933	﹤0.01%	764

Other funds holding ATRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Institutional & Family Asset Management's ATRC Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of AtriCure (ATRC) in Q4 2022, closing a stake of 7 shares.

Institutional & Family Asset Management first reported a position in ATRC in Q3 2020 and held it in 9 quarters. The position peaked at $3K in Q2 2021. 211 funds tracked by Wall St. Rank hold ATRC as of Q4 2022.

Institutional & Family Asset Management reported no remaining AtriCure position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 7 AtriCure shares in Q4 2022.
Institutional & Family Asset Management first reported a position in AtriCure in Q3 2020 and held it in 9 quarters.
Institutional & Family Asset Management's AtriCure position peaked at $3K in Q2 2021.
211 funds tracked by Wall St. Rank held AtriCure as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.