JMPWA
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JP Morgan Private Wealth Advisors’s Artivion AORT Stock Holding History

JP Morgan Private 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
2021
Q4 		– Sell
-9,684
Closed -$216K – 1987
2021
Q3 		$216K Buy
9,684
+1,382
+17% +$35.6K ﹤0.01% 1828
2021
Q2 		$236K Buy
+8,302
New +$226K ﹤0.01% 1774

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
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Private Wealth Advisors's AORT Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Artivion (AORT) in Q4 2021, closing a stake of 9,684 shares — an estimated $216K sold.

JP Morgan Private Wealth Advisors first reported a position in AORT in Q2 2021 and held it in 2 quarters. The position peaked at $236K in Q2 2021. 132 funds tracked by Wall St. Rank hold AORT as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Artivion position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,684 Artivion shares in Q4 2021, an estimated $216K.
  • JP Morgan Private Wealth Advisors first reported a position in Artivion in Q2 2021 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Artivion position peaked at $236K in Q2 2021.
  • 132 funds tracked by Wall St. Rank held Artivion as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.