HCR Wealth Advisors’s Artivion AORT Stock Holding History

HCR Wealth Advisors’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
2019 Q2	–	Sell	-18,500	Closed	–	–	159
2019 Q1	$0	Buy	+18,500	New	+$528K	﹤0.01%	174
2018 Q3	–	Sell	-18,500	Closed	–	–	157
2018 Q2	$0	Hold	18,500	–	–	﹤0.01%	169
2018 Q1	$0	Hold	18,500	–	–	﹤0.01%	166
2017 Q4	$0	Buy	+18,500	New	+$370K	﹤0.01%	170
2017 Q3	–	Sell	-18,500	Closed	–	–	162
2017 Q2	$0	Hold	18,500	–	–	﹤0.01%	146
2017 Q1	$0	Sell	18,500 -9,100	-33%	-$161K	﹤0.01%	152
2016 Q4	$0	Buy	+27,600	New	+$503K	﹤0.01%	151

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

HCR Wealth Advisors's AORT Position: Q2 2019 in Review

HCR Wealth Advisors sold out of Artivion (AORT) in Q2 2019, closing a stake of 18,500 shares.

HCR Wealth Advisors first reported a position in AORT in Q4 2016 and held it in 7 quarters. The position peaked at $0 in Q1 2019. 151 funds tracked by Wall St. Rank hold AORT as of Q2 2019.

HCR Wealth Advisors reported no remaining Artivion position as of Q2 2019 after selling out during the quarter.
HCR Wealth Advisors sold 18,500 Artivion shares in Q2 2019.
HCR Wealth Advisors first reported a position in Artivion in Q4 2016 and held it in 7 quarters.
HCR Wealth Advisors's Artivion position peaked at $0 in Q1 2019.
151 funds tracked by Wall St. Rank held Artivion as of Q2 2019.

Based on HCR Wealth Advisors's 13F filing for Q2 2019, filed 25 Jul 2019.