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Opal Wealth Advisors’s AtriCure ATRC Stock Holding History

Opal 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
2024
Q3 		– Sell
-318
Closed -$7.24K – 263
2024
Q2 		$7.24K Buy
+318
New +$7.34K ﹤0.01% 726

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

Opal Wealth Advisors's ATRC Position: Q3 2024 in Review

Opal Wealth Advisors sold out of AtriCure (ATRC) in Q3 2024, closing a stake of 318 shares — an estimated $7.24K sold.

Opal Wealth Advisors first reported a position in ATRC in Q2 2024 and held it in 1 quarter. The position peaked at $7.24K in Q2 2024. 201 funds tracked by Wall St. Rank hold ATRC as of Q3 2024.

  • Opal Wealth Advisors reported no remaining AtriCure position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 318 AtriCure shares in Q3 2024, an estimated $7.24K.
  • Opal Wealth Advisors first reported a position in AtriCure in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's AtriCure position peaked at $7.24K in Q2 2024.
  • 201 funds tracked by Wall St. Rank held AtriCure as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.