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Venturi Wealth Management’s AtriCure ATRC Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-2,257
Closed -$69K – 666
2024
Q4 		$69K Buy
2,257
+2,100
+1,338% +$67.5K ﹤0.01% 925
2024
Q3 		$4.4K Buy
+157
New +$3.87K ﹤0.01% 1492

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Venturi Wealth Management's ATRC Position: Q1 2025 in Review

Venturi Wealth Management sold out of AtriCure (ATRC) in Q1 2025, closing a stake of 2,257 shares — an estimated $69K sold.

Venturi Wealth Management first reported a position in ATRC in Q3 2024 and held it in 2 quarters. The position peaked at $69K in Q4 2024. 221 funds tracked by Wall St. Rank hold ATRC as of Q1 2025.

  • Venturi Wealth Management reported no remaining AtriCure position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,257 AtriCure shares in Q1 2025, an estimated $69K.
  • Venturi Wealth Management first reported a position in AtriCure in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's AtriCure position peaked at $69K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held AtriCure as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.