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Steward Partners Investment Advisory’s AtriCure ATRC Stock Holding History

Steward Partners Investment Advisory’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
2022
Q4 		– Sell
-30
Closed -$1K – 3362
2022
Q3 		$1K Buy
+30
New +$1.37K ﹤0.01% 3098

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Steward Partners Investment Advisory's ATRC Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of AtriCure (ATRC) in Q4 2022, closing a stake of 30 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in ATRC in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 211 funds tracked by Wall St. Rank hold ATRC as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining AtriCure position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 30 AtriCure shares in Q4 2022, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in AtriCure in Q3 2022 and held it in 1 quarter.
  • Steward Partners Investment Advisory's AtriCure position peaked at $1K in Q3 2022.
  • 211 funds tracked by Wall St. Rank held AtriCure as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.