PWM
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PRW Wealth Management’s AtriCure ATRC Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-2,005
Closed -$54K – 108
2019
Q1 		$54K Hold
2,005
– – 0.05% 132
2018
Q4 		$61K Buy
+2,005
New +$62.5K 0.08% 122

Other funds holding ATRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PRW Wealth Management's ATRC Position: Q2 2019 in Review

PRW Wealth Management sold out of AtriCure (ATRC) in Q2 2019, closing a stake of 2,005 shares — an estimated $54K sold.

PRW Wealth Management first reported a position in ATRC in Q4 2018 and held it in 2 quarters. The position peaked at $61K in Q4 2018. 145 funds tracked by Wall St. Rank hold ATRC as of Q2 2019.

  • PRW Wealth Management reported no remaining AtriCure position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 2,005 AtriCure shares in Q2 2019, an estimated $54K.
  • PRW Wealth Management first reported a position in AtriCure in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's AtriCure position peaked at $61K in Q4 2018.
  • 145 funds tracked by Wall St. Rank held AtriCure as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.