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Coppell Advisory Solutions’s Artivion AORT Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,108
Closed -$31.7K – 406
2024
Q4 		$31.7K Hold
1,108
– – ﹤0.01% 724
2024
Q3 		$29.8K Buy
+1,108
New +$28.8K ﹤0.01% 713

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Coppell Advisory Solutions's AORT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Artivion (AORT) in Q1 2025, closing a stake of 1,108 shares — an estimated $31.7K sold.

Coppell Advisory Solutions first reported a position in AORT in Q3 2024 and held it in 2 quarters. The position peaked at $31.7K in Q4 2024. 184 funds tracked by Wall St. Rank hold AORT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Artivion position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,108 Artivion shares in Q1 2025, an estimated $31.7K.
  • Coppell Advisory Solutions first reported a position in Artivion in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Artivion position peaked at $31.7K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Artivion as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.