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Capital Asset Advisory Services’s Artivion AORT Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-165
Closed -$4K – 710
2020
Q4 		$4K Buy
+165
New +$3.35K ﹤0.01% 1302

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Macquarie Group
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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital Asset Advisory Services's AORT Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Artivion (AORT) in Q1 2021, closing a stake of 165 shares — an estimated $4K sold.

Capital Asset Advisory Services first reported a position in AORT in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 124 funds tracked by Wall St. Rank hold AORT as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Artivion position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 165 Artivion shares in Q1 2021, an estimated $4K.
  • Capital Asset Advisory Services first reported a position in Artivion in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Artivion position peaked at $4K in Q4 2020.
  • 124 funds tracked by Wall St. Rank held Artivion as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.