Valeo Financial Advisors’s AtriCure ATRC Stock Holding History

Valeo Financial 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
2020 Q3	–	Sell	-210	Closed	-$9K	–	1608
2020 Q2	$9K	Buy	+210	New	+$9.14K	﹤0.01%	1304

Other funds holding ATRC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FAM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

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

Valeo Financial Advisors's ATRC Position: Q3 2020 in Review

Valeo Financial Advisors sold out of AtriCure (ATRC) in Q3 2020, closing a stake of 210 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in ATRC in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 183 funds tracked by Wall St. Rank hold ATRC as of Q3 2020.

Valeo Financial Advisors reported no remaining AtriCure position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 210 AtriCure shares in Q3 2020, an estimated $9K.
Valeo Financial Advisors first reported a position in AtriCure in Q2 2020 and held it in 1 quarter.
Valeo Financial Advisors's AtriCure position peaked at $9K in Q2 2020.
183 funds tracked by Wall St. Rank held AtriCure as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.