HHM Wealth Advisors’s Artivion AORT Stock Holding History

HHM 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
2022 Q4	–	Sell	-3,500	Closed	-$48K	–	694
2022 Q3	$48K	Hold	3,500	–	–	0.01%	239
2022 Q2	$66K	Hold	3,500	–	–	0.02%	242
2022 Q1	$75K	Hold	3,500	–	–	0.02%	247
2021 Q4	$71K	Sell	3,500 -5,165	-60%	-$104K	0.02%	264
2021 Q3	$193K	Hold	8,665	–	–	0.05%	129
2021 Q2	$246K	Hold	8,665	–	–	0.07%	117
2021 Q1	$196K	Hold	8,665	–	–	0.06%	114
2020 Q4	$205K	Hold	8,665	–	–	0.07%	102
2020 Q3	$160K	Hold	8,665	–	–	0.06%	101
2020 Q2	$166K	Hold	8,665	–	–	0.07%	95
2020 Q1	$147K	Hold	8,665	–	–	0.07%	92
2019 Q4	$234K	Hold	8,665	–	–	0.11%	74
2019 Q3	$235K	Hold	8,665	–	–	0.13%	68
2019 Q2	$259K	Hold	8,665	–	–	0.15%	59
2019 Q1	$253K	Hold	8,665	–	–	0.16%	54
2018 Q4	$246K	Buy	+8,665	New	+$261K	0.18%	49

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

GKIM

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

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

HHM Wealth Advisors's AORT Position: Q4 2022 in Review

HHM Wealth Advisors sold out of Artivion (AORT) in Q4 2022, closing a stake of 3,500 shares — an estimated $48K sold.

HHM Wealth Advisors first reported a position in AORT in Q4 2018 and held it in 16 quarters. The position peaked at $259K in Q2 2019. 139 funds tracked by Wall St. Rank hold AORT as of Q4 2022.

HHM Wealth Advisors reported no remaining Artivion position as of Q4 2022 after selling out during the quarter.
HHM Wealth Advisors sold 3,500 Artivion shares in Q4 2022, an estimated $48K.
HHM Wealth Advisors first reported a position in Artivion in Q4 2018 and held it in 16 quarters.
HHM Wealth Advisors's Artivion position peaked at $259K in Q2 2019.
139 funds tracked by Wall St. Rank held Artivion as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.