Tiedemann Advisors’s AtriCure ATRC Stock Holding History

Tiedemann 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 Q3	$318K	Hold	7,263	–	–	0.01%	212
2023 Q2	$359K	Hold	7,263	–	–	0.02%	189
2023 Q1	$301K	Hold	7,263	–	–	0.01%	203
2022 Q4	$322K	Hold	7,263	–	–	0.02%	191
2022 Q3	$284K	Hold	7,263	–	–	0.02%	190
2022 Q2	$297K	Hold	7,263	–	–	0.02%	186
2022 Q1	$477K	Hold	7,263	–	–	0.02%	192
2021 Q4	$505K	Hold	7,263	–	–	0.02%	187
2021 Q3	$505K	Hold	7,263	–	–	0.03%	192
2021 Q2	$576K	Hold	7,263	–	–	0.02%	222
2021 Q1	$476K	Hold	7,263	–	–	0.02%	217
2020 Q4	$404K	Hold	7,263	–	–	0.02%	227
2020 Q3	$290K	Hold	7,263	–	–	0.01%	266
2020 Q2	$326K	Hold	7,263	–	–	0.02%	243
2020 Q1	$244K	Hold	7,263	–	–	0.02%	258
2019 Q4	$236K	Buy	+7,263	New	+$207K	0.01%	272
2019 Q3	–	Sell	-7,263	Closed	-$217K	–	300
2019 Q2	$217K	Buy	+7,263	New	+$212K	0.01%	275
2019 Q1	–	Sell	-7,263	Closed	-$222K	–	445
2018 Q4	$222K	Hold	7,263	–	–	0.01%	383
2018 Q3	$254K	Buy	+7,263	New	+$230K	0.02%	275

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

Tiedemann Advisors's ATRC Position: Q3 2023 in Review

Tiedemann Advisors held its AtriCure (ATRC) position steady in Q3 2023 at 7,263 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #212.

Tiedemann Advisors first reported a position in ATRC in Q3 2018 and has held it in 19 quarters since. The position peaked at $576K in Q2 2021. 230 funds tracked by Wall St. Rank hold ATRC as of Q3 2023.

Tiedemann Advisors held 7,263 shares of AtriCure worth $318K as of Q3 2023.
Tiedemann Advisors left its AtriCure share count unchanged in Q3 2023.
AtriCure made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #212 holding.
Tiedemann Advisors first reported a position in AtriCure in Q3 2018 and has held it in 19 quarters since.
Tiedemann Advisors's AtriCure position peaked at $576K in Q2 2021.
230 funds tracked by Wall St. Rank held AtriCure as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.