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Register Financial Advisors’s Artivion AORT Stock Holding History

Register Financial 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
2024
Q3 		– Sell
-5,401
Closed -$139K – 321
2024
Q2 		$139K Hold
5,401
– – 0.07% 207
2024
Q1 		$114K Buy
+5,401
New +$101K 0.06% 240
2023
Q4 		– Sell
-3,901
Closed -$59.1K – 315
2023
Q3 		$59.1K Hold
3,901
– – 0.04% 247
2023
Q2 		$67.1K Hold
3,901
– – 0.05% 237
2023
Q1 		$51.1K Buy
3,901
+3,001
+333% +$38.3K 0.04% 251
2022
Q4 		$10.9K Buy
+900
New +$10.8K 0.01% 602

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Register Financial Advisors's AORT Position: Q3 2024 in Review

Register Financial Advisors sold out of Artivion (AORT) in Q3 2024, closing a stake of 5,401 shares — an estimated $139K sold.

Register Financial Advisors first reported a position in AORT in Q4 2022 and held it in 6 quarters. The position peaked at $139K in Q2 2024. 174 funds tracked by Wall St. Rank hold AORT as of Q3 2024.

  • Register Financial Advisors reported no remaining Artivion position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 5,401 Artivion shares in Q3 2024, an estimated $139K.
  • Register Financial Advisors first reported a position in Artivion in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's Artivion position peaked at $139K in Q2 2024.
  • 174 funds tracked by Wall St. Rank held Artivion as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.