JFS Wealth Advisors’s AtriCure ATRC Stock Holding History

JFS Wealth Advisors’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	–	Sell	-9	Closed	-$399	–	1957
2022 Q4	$399	Buy	9 +3	+50%	+$125	﹤0.01%	1767
2022 Q3	$0	Buy	6 +3	+100%	+$137	﹤0.01%	1729
2022 Q2	$0	Sell	3 -7	-70%	-$332	﹤0.01%	1727
2022 Q1	$1K	Buy	+10	New	+$648	﹤0.01%	1565

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JFS Wealth Advisors's ATRC Position: Q1 2023 in Review

JFS Wealth Advisors sold out of AtriCure (ATRC) in Q1 2023, closing a stake of 9 shares — an estimated $399 sold.

JFS Wealth Advisors first reported a position in ATRC in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 224 funds tracked by Wall St. Rank hold ATRC as of Q1 2023.

JFS Wealth Advisors reported no remaining AtriCure position as of Q1 2023 after selling out during the quarter.
JFS Wealth Advisors sold 9 AtriCure shares in Q1 2023, an estimated $399.
JFS Wealth Advisors first reported a position in AtriCure in Q1 2022 and held it in 4 quarters.
JFS Wealth Advisors's AtriCure position peaked at $1K in Q1 2022.
224 funds tracked by Wall St. Rank held AtriCure as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.