Mutual Advisors’s AtriCure ATRC Stock Holding History

Mutual 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
2021 Q3	–	Sell	-3,000	Closed	-$238K	–	867
2021 Q2	$238K	Sell	3,000 -119	-4%	-$8.65K	0.01%	744
2021 Q1	$204K	Buy	+3,119	New	+$192K	0.01%	728

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

FAM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mutual Advisors's ATRC Position: Q3 2021 in Review

Mutual Advisors sold out of AtriCure (ATRC) in Q3 2021, closing a stake of 3,000 shares — an estimated $238K sold.

Mutual Advisors first reported a position in ATRC in Q1 2021 and held it in 2 quarters. The position peaked at $238K in Q2 2021. 213 funds tracked by Wall St. Rank hold ATRC as of Q3 2021.

Mutual Advisors reported no remaining AtriCure position as of Q3 2021 after selling out during the quarter.
Mutual Advisors sold 3,000 AtriCure shares in Q3 2021, an estimated $238K.
Mutual Advisors first reported a position in AtriCure in Q1 2021 and held it in 2 quarters.
Mutual Advisors's AtriCure position peaked at $238K in Q2 2021.
213 funds tracked by Wall St. Rank held AtriCure as of Q3 2021.

Based on Mutual Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.