CM Wealth Advisors’s Artivion AORT Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-20,185	Closed	-$285K	–	172
2023 Q1	$285K	Buy	+20,185	New	+$258K	0.06%	323

Other funds holding AORT

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CM Wealth Advisors's AORT Position: Q2 2023 in Review

CM Wealth Advisors sold out of Artivion (AORT) in Q2 2023, closing a stake of 20,185 shares — an estimated $285K sold.

CM Wealth Advisors first reported a position in AORT in Q1 2023 and held it in 1 quarter. The position peaked at $285K in Q1 2023. 126 funds tracked by Wall St. Rank hold AORT as of Q2 2023.

CM Wealth Advisors reported no remaining Artivion position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 20,185 Artivion shares in Q2 2023, an estimated $285K.
CM Wealth Advisors first reported a position in Artivion in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Artivion position peaked at $285K in Q1 2023.
126 funds tracked by Wall St. Rank held Artivion as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.