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Capital Performance Advisors’s Artivion AORT Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-51
Closed -$1.36K – 315
2024
Q3 		$1.36K Buy
+51
New +$1.32K ﹤0.01% 1757

Other funds holding AORT

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

Capital Performance Advisors's AORT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Artivion (AORT) in Q4 2024, closing a stake of 51 shares — an estimated $1.36K sold.

Capital Performance Advisors first reported a position in AORT in Q3 2024 and held it in 1 quarter. The position peaked at $1.36K in Q3 2024. 174 funds tracked by Wall St. Rank hold AORT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Artivion position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 51 Artivion shares in Q4 2024, an estimated $1.36K.
  • Capital Performance Advisors first reported a position in Artivion in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Artivion position peaked at $1.36K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Artivion as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.