Asset Planning Services (Pennsylvania)’s Artivion AORT Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio AORT Stock Details AORT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-150	Closed	-$4K	–	83
2019 Q3	$4K	Hold	150	–	–	﹤0.01%	240
2019 Q2	$4K	Hold	150	–	–	﹤0.01%	232
2019 Q1	$4K	Hold	150	–	–	﹤0.01%	232
2018 Q4	$4K	Hold	150	–	–	﹤0.01%	233
2018 Q3	$5K	Hold	150	–	–	﹤0.01%	230
2018 Q2	$4K	Hold	150	–	–	﹤0.01%	232
2018 Q1	$3K	Hold	150	–	–	﹤0.01%	244
2017 Q4	$3K	Hold	150	–	–	﹤0.01%	249
2017 Q3	$3K	Hold	150	–	–	﹤0.01%	271
2017 Q2	$3K	Hold	150	–	–	﹤0.01%	274
2017 Q1	$2K	Hold	150	–	–	﹤0.01%	269
2016 Q4	$3K	Hold	150	–	–	﹤0.01%	249
2016 Q3	$3K	Hold	150	–	–	﹤0.01%	241
2016 Q2	$2K	Hold	150	–	–	﹤0.01%	267
2016 Q1	$2K	Hold	150	–	–	﹤0.01%	248
2015 Q4	$2K	Hold	150	–	–	﹤0.01%	222
2015 Q3	$1K	Hold	150	–	–	﹤0.01%	223
2015 Q2	$2K	Buy	+150	New	+$1.59K	﹤0.01%	229

Other funds holding AORT

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s AORT Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Artivion (AORT) in Q4 2019, closing a stake of 150 shares — an estimated $4K sold.

Asset Planning Services (Pennsylvania) first reported a position in AORT in Q2 2015 and held it in 18 quarters. The position peaked at $5K in Q3 2018. 135 funds tracked by Wall St. Rank hold AORT as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Artivion position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 150 Artivion shares in Q4 2019, an estimated $4K.
Asset Planning Services (Pennsylvania) first reported a position in Artivion in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s Artivion position peaked at $5K in Q3 2018.
135 funds tracked by Wall St. Rank held Artivion as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.