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TCI Wealth Advisors’s AtriCure ATRC Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-106
Closed -$4.39K – 369
2023
Q1 		$4.39K Buy
106
+105
+10,500% +$4.36K ﹤0.01% 1617
2022
Q4 		$44 Sell
1
-98
-99% -$4.09K ﹤0.01% 2437
2022
Q3 		$4K Buy
99
+1
+1% +$46 ﹤0.01% 1567
2022
Q2 		$4K Buy
+98
New +$4.64K ﹤0.01% 1587
2022
Q1 		– Sell
-89
Closed -$6K – 2222
2021
Q4 		$6K Buy
89
+2
+2% +$145 ﹤0.01% 1497
2021
Q3 		$6K Hold
87
– – ﹤0.01% 1419
2021
Q2 		$7K Buy
87
+55
+172% +$4K ﹤0.01% 1180
2021
Q1 		$2K Buy
+32
New +$1.97K ﹤0.01% 1666

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
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCI Wealth Advisors's ATRC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of AtriCure (ATRC) in Q2 2023, closing a stake of 106 shares — an estimated $4.39K sold.

TCI Wealth Advisors first reported a position in ATRC in Q1 2021 and held it in 8 quarters. The position peaked at $7K in Q2 2021. 223 funds tracked by Wall St. Rank hold ATRC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining AtriCure position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 106 AtriCure shares in Q2 2023, an estimated $4.39K.
  • TCI Wealth Advisors first reported a position in AtriCure in Q1 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's AtriCure position peaked at $7K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held AtriCure as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.