Glassman Wealth Services’s Artivion AORT Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-14	Closed	-$250	–	300
2023 Q4	$250	Hold	14	–	–	﹤0.01%	1854
2023 Q3	$212	Hold	14	–	–	﹤0.01%	1876
2023 Q2	$241	Hold	14	–	–	﹤0.01%	1774
2023 Q1	$183	Hold	14	–	–	﹤0.01%	1818
2022 Q4	$170	Buy	+14	New	+$168	﹤0.01%	1827

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Glassman Wealth Services's AORT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Artivion (AORT) in Q1 2024, closing a stake of 14 shares — an estimated $250 sold.

Glassman Wealth Services first reported a position in AORT in Q4 2022 and held it in 5 quarters. The position peaked at $250 in Q4 2023. 151 funds tracked by Wall St. Rank hold AORT as of Q1 2024.

Glassman Wealth Services reported no remaining Artivion position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 14 Artivion shares in Q1 2024, an estimated $250.
Glassman Wealth Services first reported a position in Artivion in Q4 2022 and held it in 5 quarters.
Glassman Wealth Services's Artivion position peaked at $250 in Q4 2023.
151 funds tracked by Wall St. Rank held Artivion as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.