Truepoint Inc’s AtriCure ATRC Stock Holding History

Truepoint Inc’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	-10,000	Closed	-$391K	–	154
2022 Q3	$391K	Hold	10,000	–	–	0.02%	106
2022 Q2	$409K	Buy	+10,000	New	+$474K	0.02%	110

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Truepoint Inc's ATRC Position: Q4 2022 in Review

Truepoint Inc sold out of AtriCure (ATRC) in Q4 2022, closing a stake of 10,000 shares — an estimated $391K sold.

Truepoint Inc first reported a position in ATRC in Q2 2022 and held it in 2 quarters. The position peaked at $409K in Q2 2022. 211 funds tracked by Wall St. Rank hold ATRC as of Q4 2022.

Truepoint Inc reported no remaining AtriCure position as of Q4 2022 after selling out during the quarter.
Truepoint Inc sold 10,000 AtriCure shares in Q4 2022, an estimated $391K.
Truepoint Inc first reported a position in AtriCure in Q2 2022 and held it in 2 quarters.
Truepoint Inc's AtriCure position peaked at $409K in Q2 2022.
211 funds tracked by Wall St. Rank held AtriCure as of Q4 2022.

Based on Truepoint Inc's 13F filing for Q4 2022, filed 13 Feb 2023.