Congress Wealth Management’s Artivion AORT Stock Holding History

Congress 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
2022 Q2	–	Sell	-19,473	Closed	-$416K	–	554
2022 Q1	$416K	Buy	+19,473	New	+$376K	0.01%	466

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

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

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

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Congress Wealth Management's AORT Position: Q2 2022 in Review

Congress Wealth Management sold out of Artivion (AORT) in Q2 2022, closing a stake of 19,473 shares — an estimated $416K sold.

Congress Wealth Management first reported a position in AORT in Q1 2022 and held it in 1 quarter. The position peaked at $416K in Q1 2022. 136 funds tracked by Wall St. Rank hold AORT as of Q2 2022.

Congress Wealth Management reported no remaining Artivion position as of Q2 2022 after selling out during the quarter.
Congress Wealth Management sold 19,473 Artivion shares in Q2 2022, an estimated $416K.
Congress Wealth Management first reported a position in Artivion in Q1 2022 and held it in 1 quarter.
Congress Wealth Management's Artivion position peaked at $416K in Q1 2022.
136 funds tracked by Wall St. Rank held Artivion as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.