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Kopp Investment Advisors’s AtriCure ATRC Stock Holding History

Kopp Investment 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
2019
Q3 		$2.19M Sell
87,809
-46,887
-35% -$1.34M 4.02% 11
2019
Q2 		$4.02M Sell
134,696
-37,273
-22% -$1.09M 4.58% 8
2019
Q1 		$4.61M Buy
171,969
+29,087
+20% +$883K 3.73% 14
2018
Q4 		$4.37M Sell
142,882
-1,386
-1% -$43.2K 4.27% 6
2018
Q3 		$5.05M Buy
144,268
+7,805
+6% +$247K 4.25% 8
2018
Q2 		$3.69M Buy
136,463
+9,617
+8% +$226K 3.46% 11
2018
Q1 		$2.6M Sell
126,846
-589
-0.5% -$10.6K 2.65% 13
2017
Q4 		$2.32M Buy
127,435
+12,836
+11% +$254K 2.33% 16
2017
Q3 		$2.56M Sell
114,599
-2,295
-2% -$51.9K 2.35% 16
2017
Q2 		$2.83M Sell
116,894
-1,920
-2% -$40.8K 2.54% 13
2017
Q1 		$2.27M Sell
118,814
-58,495
-33% -$1.02M 2.22% 17
2016
Q4 		$3.47M Sell
177,309
-18,969
-10% -$344K 3.66% 6
2016
Q3 		$3.1M Buy
196,278
+9,052
+5% +$139K 3.07% 9
2016
Q2 		$2.65M Sell
187,226
-5,220
-3% -$79.6K 1.41% 13
2016
Q1 		$3.24M Sell
192,446
-5,439
-3% -$95.7K 1.77% 12
2015
Q4 		$4.44M Sell
197,885
-4,150
-2% -$85.5K 2.18% 10
2015
Q3 		$4.43M Sell
202,035
-1,585
-0.8% -$39.6K 2.38% 11
2015
Q2 		$5.02M Buy
203,620
+1,400
+0.7% +$31.3K 2.23% 12
2015
Q1 		$4.14M Buy
202,220
+1,830
+0.9% +$35.5K 1.83% 14
2014
Q4 		$4M Sell
200,390
-7,265
-3% -$125K 1.92% 14
2014
Q3 		$3.06M Buy
207,655
+47,365
+30% +$754K 1.51% 19
2014
Q2 		$2.95M Sell
160,290
-86,465
-35% -$1.44M 1.35% 19
2014
Q1 		$4.64M Buy
246,755
+60,475
+32% +$1.24M 1.95% 12
2013
Q4 		$3.48M Sell
186,280
-318,211
-63% -$4.63M 1.57% 17
2013
Q3 		$5.54M Buy
504,491
+67,669
+15% +$667K 2.04% 14
2013
Q2 		$4.15M Buy
+436,822
New +$3.81M 1.62% 19

Other funds holding ATRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
TA
Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return

Kopp Investment Advisors's ATRC Position: Q3 2019 in Review

Kopp Investment Advisors reduced its AtriCure (ATRC) stake by 35% in Q3 2019, selling an estimated $1.34M and leaving 87,809 shares worth $2.19M. The position accounts for 4.02% of the portfolio, ranked #11.

Kopp Investment Advisors first reported a position in ATRC in Q2 2013 and has held it in 26 quarters since. The position peaked at $5.54M in Q3 2013. 141 funds tracked by Wall St. Rank hold ATRC as of Q3 2019.

  • Kopp Investment Advisors held 87,809 shares of AtriCure worth $2.19M as of Q3 2019.
  • Kopp Investment Advisors sold 46,887 AtriCure shares in Q3 2019, an estimated $1.34M.
  • AtriCure made up 4.02% of Kopp Investment Advisors's portfolio in Q3 2019, its #11 holding.
  • Kopp Investment Advisors first reported a position in AtriCure in Q2 2013 and has held it in 26 quarters since.
  • Kopp Investment Advisors's AtriCure position peaked at $5.54M in Q3 2013.
  • 141 funds tracked by Wall St. Rank held AtriCure as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.