Clearstead Advisors’s Artivion AORT Stock Holding History

Clearstead 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
2021 Q4	–	Sell	-594	Closed	-$13K	–	1273
2021 Q3	$13K	Buy	+594	New	+$15.3K	﹤0.01%	899

Other funds holding AORT

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

JIC

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Clearstead Advisors's AORT Position: Q4 2021 in Review

Clearstead Advisors sold out of Artivion (AORT) in Q4 2021, closing a stake of 594 shares — an estimated $13K sold.

Clearstead Advisors first reported a position in AORT in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 132 funds tracked by Wall St. Rank hold AORT as of Q4 2021.

Clearstead Advisors reported no remaining Artivion position as of Q4 2021 after selling out during the quarter.
Clearstead Advisors sold 594 Artivion shares in Q4 2021, an estimated $13K.
Clearstead Advisors first reported a position in Artivion in Q3 2021 and held it in 1 quarter.
Clearstead Advisors's Artivion position peaked at $13K in Q3 2021.
132 funds tracked by Wall St. Rank held Artivion as of Q4 2021.

Based on Clearstead Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.