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Sowell Financial Services’s AtriCure ATRC Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-23
Closed -$2K – 683
2021
Q1 		$2K Hold
23
– – ﹤0.01% 2798
2020
Q4 		$1K Hold
23
– – ﹤0.01% 2540
2020
Q3 		$1K Hold
23
– – ﹤0.01% 2320
2020
Q2 		$1K Buy
+23
New +$1K ﹤0.01% 2244

Other funds holding ATRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's ATRC Position: Q2 2021 in Review

Sowell Financial Services sold out of AtriCure (ATRC) in Q2 2021, closing a stake of 23 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in ATRC in Q2 2020 and held it in 4 quarters. The position peaked at $2K in Q1 2021. 212 funds tracked by Wall St. Rank hold ATRC as of Q2 2021.

  • Sowell Financial Services reported no remaining AtriCure position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 23 AtriCure shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in AtriCure in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's AtriCure position peaked at $2K in Q1 2021.
  • 212 funds tracked by Wall St. Rank held AtriCure as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.