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Optimum Investment Advisors’s AtriCure ATRC Stock Holding History

Optimum 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
2021
Q3 		– Sell
-500
Closed -$40K – 829
2021
Q2 		$40K Buy
+500
New +$36.3K 0.01% 556
2018
Q4 		– Sell
-1,000
Closed -$35K – 960
2018
Q3 		$35K Hold
1,000
– – 0.01% 610
2018
Q2 		$27K Buy
+1,000
New +$23.5K 0.01% 668

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimum Investment Advisors's ATRC Position: Q3 2021 in Review

Optimum Investment Advisors sold out of AtriCure (ATRC) in Q3 2021, closing a stake of 500 shares — an estimated $40K sold.

Optimum Investment Advisors first reported a position in ATRC in Q2 2018 and held it in 3 quarters. The position peaked at $40K in Q2 2021. 213 funds tracked by Wall St. Rank hold ATRC as of Q3 2021.

  • Optimum Investment Advisors reported no remaining AtriCure position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 AtriCure shares in Q3 2021, an estimated $40K.
  • Optimum Investment Advisors first reported a position in AtriCure in Q2 2018 and held it in 3 quarters.
  • Optimum Investment Advisors's AtriCure position peaked at $40K in Q2 2021.
  • 213 funds tracked by Wall St. Rank held AtriCure as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.