Next Financial Group’s Artivion AORT Stock Holding History

Next Financial Group’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	$5K	Hold	242	–	–	﹤0.01%	2394
2021 Q3	$5K	Hold	242	–	–	﹤0.01%	2237
2021 Q2	$7K	Hold	242	–	–	﹤0.01%	2089
2021 Q1	$5K	Hold	242	–	–	﹤0.01%	2077
2020 Q4	$6K	Hold	242	–	–	﹤0.01%	1915
2020 Q3	$4K	Buy	+242	New	+$4.63K	﹤0.01%	1887
2020 Q2	–	Sell	-242	Closed	-$4K	–	658
2020 Q1	$4K	Hold	242	–	–	﹤0.01%	1739
2019 Q4	$7K	Hold	242	–	–	﹤0.01%	1865
2019 Q3	$7K	Hold	242	–	–	﹤0.01%	1800
2019 Q2	$7K	Buy	+242	New	+$7.18K	﹤0.01%	1781
2019 Q1	–	Sell	-242	Closed	-$7K	–	1639
2018 Q4	$7K	Buy	+242	New	+$7.28K	﹤0.01%	1430
2017 Q3	–	Sell	-242	Closed	-$5K	–	1744
2017 Q2	$5K	Buy	+242	New	+$4.33K	﹤0.01%	1528

Other funds holding AORT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

GKIM

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Next Financial Group's AORT Position: Q4 2021 in Review

Next Financial Group held its Artivion (AORT) position steady in Q4 2021 at 242 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Next Financial Group first reported a position in AORT in Q2 2017 and has held it in 12 quarters since. The position peaked at $7K in Q2 2021. 132 funds tracked by Wall St. Rank hold AORT as of Q4 2021.

Next Financial Group held 242 shares of Artivion worth $5K as of Q4 2021.
Next Financial Group left its Artivion share count unchanged in Q4 2021.
Artivion made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2394 holding.
Next Financial Group first reported a position in Artivion in Q2 2017 and has held it in 12 quarters since.
Next Financial Group's Artivion position peaked at $7K in Q2 2021.
132 funds tracked by Wall St. Rank held Artivion as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.