Milestone Advisory Partners’s AtriCure ATRC Stock Holding History

Milestone Advisory Partners’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 Q2	–	Sell	-3,730	Closed	-$245K	–	72
2022 Q1	$245K	Hold	3,730	–	–	0.13%	75
2021 Q4	$259K	Hold	3,730	–	–	0.13%	78
2021 Q3	$259K	Hold	3,730	–	–	0.15%	72
2021 Q2	$296K	Hold	3,730	–	–	0.16%	68
2021 Q1	$244K	Buy	+3,730	New	+$230K	0.13%	67

Other funds holding ATRC

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

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

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Milestone Advisory Partners's ATRC Position: Q2 2022 in Review

Milestone Advisory Partners sold out of AtriCure (ATRC) in Q2 2022, closing a stake of 3,730 shares — an estimated $245K sold.

Milestone Advisory Partners first reported a position in ATRC in Q1 2021 and held it in 5 quarters. The position peaked at $296K in Q2 2021. 213 funds tracked by Wall St. Rank hold ATRC as of Q2 2022.

Milestone Advisory Partners reported no remaining AtriCure position as of Q2 2022 after selling out during the quarter.
Milestone Advisory Partners sold 3,730 AtriCure shares in Q2 2022, an estimated $245K.
Milestone Advisory Partners first reported a position in AtriCure in Q1 2021 and held it in 5 quarters.
Milestone Advisory Partners's AtriCure position peaked at $296K in Q2 2021.
213 funds tracked by Wall St. Rank held AtriCure as of Q2 2022.

Based on Milestone Advisory Partners's 13F filing for Q2 2022, filed 18 Jul 2022.