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Sutton Wealth Advisors’s Artivion AORT Stock Holding History

Sutton 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
2023
Q1 		– Sell
-9
Closed -$109 – 849
2022
Q4 		$109 Sell
9
-438
-98% -$5.26K ﹤0.01% 1637
2022
Q3 		$6.19K Sell
447
-15
-3% -$302 ﹤0.01% 1028
2022
Q2 		$8.72K Sell
462
-42
-8% -$810 ﹤0.01% 945
2022
Q1 		$10.8K Sell
504
-3
-0.6% -$58 ﹤0.01% 912
2021
Q4 		$10.3K Buy
507
+96
+23% +$1.94K ﹤0.01% 924
2021
Q3 		$9.16K Hold
411
– – ﹤0.01% 942
2021
Q2 		$11.7K Buy
411
+86
+26% +$2.34K ﹤0.01% 862
2021
Q1 		$7.34K Hold
325
– – ﹤0.01% 949
2020
Q4 		$7.67K Hold
325
– – ﹤0.01% 889
2020
Q3 		$6K Buy
+325
New +$6.21K ﹤0.01% 869
2020
Q2 		– Sell
-606
Closed -$10.3K – 1204
2020
Q1 		$10.3K Hold
606
– – 0.01% 646
2019
Q4 		$16.4K Buy
+606
New +$14.9K 0.01% 676
2019
Q3 		– Sell
-396
Closed -$11.9K – 1177
2019
Q2 		$11.9K Buy
+396
New +$11.7K 0.01% 737
2019
Q1 		– Sell
-479
Closed -$13.6K – 1173
2018
Q4 		$13.6K Buy
+479
New +$14.4K 0.01% 661

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Sutton Wealth Advisors's AORT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Artivion (AORT) in Q1 2023, closing a stake of 9 shares — an estimated $109 sold.

Sutton Wealth Advisors first reported a position in AORT in Q4 2018 and held it in 14 quarters. The position peaked at $16.4K in Q4 2019. 135 funds tracked by Wall St. Rank hold AORT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Artivion position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 9 Artivion shares in Q1 2023, an estimated $109.
  • Sutton Wealth Advisors first reported a position in Artivion in Q4 2018 and held it in 14 quarters.
  • Sutton Wealth Advisors's Artivion position peaked at $16.4K in Q4 2019.
  • 135 funds tracked by Wall St. Rank held Artivion as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.