Halpern Financial’s Artivion AORT Stock Holding History

Halpern Financial’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 Q3	–	Sell	-58	Closed	-$1.09K	–	221
2022 Q2	$1.09K	Buy	+58	New	+$1.12K	﹤0.01%	285

Other funds holding AORT

BlackRock New York $5.72T AUM 30.48% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Halpern Financial's AORT Position: Q3 2022 in Review

Halpern Financial sold out of Artivion (AORT) in Q3 2022, closing a stake of 58 shares — an estimated $1.09K sold.

Halpern Financial first reported a position in AORT in Q2 2022 and held it in 1 quarter. The position peaked at $1.09K in Q2 2022. 135 funds tracked by Wall St. Rank hold AORT as of Q3 2022.

Halpern Financial reported no remaining Artivion position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 58 Artivion shares in Q3 2022, an estimated $1.09K.
Halpern Financial first reported a position in Artivion in Q2 2022 and held it in 1 quarter.
Halpern Financial's Artivion position peaked at $1.09K in Q2 2022.
135 funds tracked by Wall St. Rank held Artivion as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.