Steward Financial Group’s AtriCure ATRC Stock Holding History

Steward Financial Group’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
2023 Q3	$0	Buy	+6	New	+$293	﹤0.01%	1327
2023 Q2	–	Sell	-6	Closed	–	–	471
2023 Q1	$0	Hold	6	–	–	﹤0.01%	720
2022 Q4	$0	Buy	+6	New	+$251	﹤0.01%	547
2022 Q3	–	Sell	-6	Closed	–	–	153
2022 Q2	$0	Buy	+6	New	+$284	﹤0.01%	971

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

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

FAM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's ATRC Position: Q3 2023 in Review

Steward Financial Group opened a new position in AtriCure (ATRC) in Q3 2023: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1327 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ATRC as recently as Q1 2023.

Steward Financial Group first reported a position in ATRC in Q2 2022 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold ATRC as of Q3 2023.

Steward Financial Group held 6 shares of AtriCure worth $0 as of Q3 2023.
AtriCure was a new Steward Financial Group position in Q3 2023.
AtriCure made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1327 holding.
Steward Financial Group first reported a position in AtriCure in Q2 2022 and has held it in 4 quarters since.
230 funds tracked by Wall St. Rank held AtriCure as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.