AWM
AORT icon

Avior Wealth Management’s Artivion AORT Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-8
Closed -$169 – 2336
2024
Q1 		$169 Buy
+8
New +$149 ﹤0.01% 2949

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Avior Wealth Management's AORT Position: Q2 2024 in Review

Avior Wealth Management sold out of Artivion (AORT) in Q2 2024, closing a stake of 8 shares — an estimated $169 sold.

Avior Wealth Management first reported a position in AORT in Q1 2024 and held it in 1 quarter. The position peaked at $169 in Q1 2024. 163 funds tracked by Wall St. Rank hold AORT as of Q2 2024.

  • Avior Wealth Management reported no remaining Artivion position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 Artivion shares in Q2 2024, an estimated $169.
  • Avior Wealth Management first reported a position in Artivion in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Artivion position peaked at $169 in Q1 2024.
  • 163 funds tracked by Wall St. Rank held Artivion as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.