JP Morgan Private Wealth Advisors’s AtriCure ATRC Stock Holding History

JP Morgan Private 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 Q3	$614K	Sell	14,014 -981	-7%	-$47.9K	﹤0.01%	1159
2023 Q2	$740K	Sell	14,995 -6,044	-29%	-$279K	﹤0.01%	875
2023 Q1	$872K	Sell	21,039 -207	-1%	-$8.59K	﹤0.01%	1228
2022 Q4	$943K	Sell	21,246 -3,567	-14%	-$149K	﹤0.01%	1174
2022 Q3	$970K	Sell	24,813 -2,877	-10%	-$132K	﹤0.01%	1149
2022 Q2	$1.13M	Buy	27,690 +2,201	+9%	+$104K	﹤0.01%	1079
2022 Q1	$1.67M	Sell	25,489 -6,177	-20%	-$400K	﹤0.01%	971
2021 Q4	$2.2M	Sell	31,666 -782	-2%	-$56.8K	﹤0.01%	870
2021 Q3	$2.26M	Buy	32,448 +783	+2%	+$60.3K	0.01%	847
2021 Q2	$2.51M	Buy	31,665 +17,352	+121%	+$1.26M	0.01%	794
2021 Q1	$938K	Sell	14,313 -7,401	-34%	-$456K	﹤0.01%	1070
2020 Q4	$1.21M	Buy	21,714 +13,368	+160%	+$578K	﹤0.01%	932
2020 Q3	$333K	Buy	8,346 +3,165	+61%	+$134K	﹤0.01%	1315
2020 Q2	$233K	Buy	+5,181	New	+$226K	﹤0.01%	1406

Other funds holding ATRC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's ATRC Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its AtriCure (ATRC) stake by 6.5% in Q3 2023, selling an estimated $47.9K and leaving 14,014 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

JP Morgan Private Wealth Advisors first reported a position in ATRC in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.51M in Q2 2021. 230 funds tracked by Wall St. Rank hold ATRC as of Q3 2023.

JP Morgan Private Wealth Advisors held 14,014 shares of AtriCure worth $614K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 981 AtriCure shares in Q3 2023, an estimated $47.9K.
AtriCure made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1159 holding.
JP Morgan Private Wealth Advisors first reported a position in AtriCure in Q2 2020 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's AtriCure position peaked at $2.51M in Q2 2021.
230 funds tracked by Wall St. Rank held AtriCure as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.