Wealthspire Advisors (Maryland)’s AtriCure ATRC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-78	Closed	-$2K	–	579
2019 Q1	$2K	Hold	78	–	–	﹤0.01%	2120
2018 Q4	$2K	Hold	78	–	–	﹤0.01%	2054
2018 Q3	$3K	Hold	78	–	–	﹤0.01%	1998
2018 Q2	$2K	Sell	78 -185	-70%	-$4.35K	﹤0.01%	2121
2018 Q1	$5K	Sell	263 -86	-25%	-$1.55K	﹤0.01%	1790
2017 Q4	$6K	Sell	349 -44	-11%	-$871	﹤0.01%	1759
2017 Q3	$9K	Hold	393	–	–	﹤0.01%	1598
2017 Q2	$10K	Buy	393 +100	+34%	+$2.13K	﹤0.01%	1518
2017 Q1	$6K	Buy	293 +215	+276%	+$3.77K	﹤0.01%	1476
2016 Q4	$2K	Buy	+78	New	+$1.41K	﹤0.01%	1532

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ATRC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of AtriCure (ATRC) in Q2 2019, closing a stake of 78 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in ATRC in Q4 2016 and held it in 10 quarters. The position peaked at $10K in Q2 2017. 145 funds tracked by Wall St. Rank hold ATRC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining AtriCure position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 78 AtriCure shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in AtriCure in Q4 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s AtriCure position peaked at $10K in Q2 2017.
145 funds tracked by Wall St. Rank held AtriCure as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.