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Harvest Group Wealth Management’s Artivion AORT Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-9
Closed – – 74
2020
Q4 		$0 Hold
9
– – ﹤0.01% 641
2020
Q3 		$0 Hold
9
– – ﹤0.01% 583
2020
Q2 		$0 Hold
9
– – ﹤0.01% 481
2020
Q1 		$0 Buy
+9
New +$231 ﹤0.01% 503

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Harvest Group Wealth Management's AORT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Artivion (AORT) in Q1 2021, closing a stake of 9 shares.

Harvest Group Wealth Management first reported a position in AORT in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 124 funds tracked by Wall St. Rank hold AORT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Artivion position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 9 Artivion shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Artivion in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Artivion position peaked at $0 in Q4 2020.
  • 124 funds tracked by Wall St. Rank held Artivion as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.