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Mount Yale Investment Advisors’s AtriCure ATRC Stock Holding History

Mount Yale 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
2024
Q3 		– Sell
-9,743
Closed -$222K – 549
2024
Q2 		$222K Buy
9,743
+2,368
+32% +$54.7K 0.02% 502
2024
Q1 		$224K Buy
+7,375
New +$247K 0.02% 501
2023
Q4 		– Sell
-6,294
Closed -$276K – 501
2023
Q3 		$276K Buy
6,294
+102
+2% +$4.98K 0.03% 403
2023
Q2 		$306K Buy
6,192
+393
+7% +$18.1K 0.03% 384
2023
Q1 		$240K Buy
5,799
+120
+2% +$4.98K 0.03% 429
2022
Q4 		$252K Sell
5,679
-99
-2% -$4.13K 0.03% 388
2022
Q3 		$226K Sell
5,778
-49
-0.8% -$2.24K 0.03% 398
2022
Q2 		$238K Buy
5,827
+1,277
+28% +$60.5K 0.03% 412
2022
Q1 		$299K Buy
4,550
+243
+6% +$15.7K 0.03% 365
2021
Q4 		$299K Sell
4,307
-161
-4% -$11.7K 0.03% 374
2021
Q3 		$311K Buy
4,468
+68
+2% +$5.23K 0.04% 345
2021
Q2 		$349K Sell
4,400
-62
-1% -$4.51K 0.04% 297
2021
Q1 		$292K Sell
4,462
-787
-15% -$48.5K 0.04% 319
2020
Q4 		$292K Buy
+5,249
New +$227K 0.04% 303

Other funds holding ATRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Mount Yale Investment Advisors's ATRC Position: Q3 2024 in Review

Mount Yale Investment Advisors sold out of AtriCure (ATRC) in Q3 2024, closing a stake of 9,743 shares — an estimated $222K sold.

Mount Yale Investment Advisors first reported a position in ATRC in Q4 2020 and held it in 14 quarters. The position peaked at $349K in Q2 2021. 201 funds tracked by Wall St. Rank hold ATRC as of Q3 2024.

  • Mount Yale Investment Advisors reported no remaining AtriCure position as of Q3 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 9,743 AtriCure shares in Q3 2024, an estimated $222K.
  • Mount Yale Investment Advisors first reported a position in AtriCure in Q4 2020 and held it in 14 quarters.
  • Mount Yale Investment Advisors's AtriCure position peaked at $349K in Q2 2021.
  • 201 funds tracked by Wall St. Rank held AtriCure as of Q3 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.