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Whittier Trust’s AtriCure ATRC Stock Holding History

Whittier Trust’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
2024
Q2 		– Sell
-441
Closed -$13.4K – 1523
2024
Q1 		$13.4K Buy
+441
New +$14.8K ﹤0.01% 1218
2022
Q2 		– Sell
-26
Closed -$2K – 1675
2022
Q1 		$2K Buy
+26
New +$1.69K ﹤0.01% 1558

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Whittier Trust's ATRC Position: Q2 2024 in Review

Whittier Trust sold out of AtriCure (ATRC) in Q2 2024, closing a stake of 441 shares — an estimated $13.4K sold.

Whittier Trust first reported a position in ATRC in Q1 2022 and held it in 2 quarters. The position peaked at $13.4K in Q1 2024. 197 funds tracked by Wall St. Rank hold ATRC as of Q2 2024.

  • Whittier Trust reported no remaining AtriCure position as of Q2 2024 after selling out during the quarter.
  • Whittier Trust sold 441 AtriCure shares in Q2 2024, an estimated $13.4K.
  • Whittier Trust first reported a position in AtriCure in Q1 2022 and held it in 2 quarters.
  • Whittier Trust's AtriCure position peaked at $13.4K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held AtriCure as of Q2 2024.

Based on Whittier Trust's 13F filing for Q2 2024, filed 29 Jul 2024.