TCI Wealth Advisors’s Artivion AORT Stock Holding History

TCI 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	-48	Closed	-$1K	–	2498
2022 Q3	$1K	Hold	48	–	–	﹤0.01%	2026
2022 Q2	$1K	Hold	48	–	–	﹤0.01%	2085
2022 Q1	$1K	Hold	48	–	–	﹤0.01%	2059
2021 Q4	$1K	Sell	48 -157	-77%	-$3.17K	﹤0.01%	2152
2021 Q3	$5K	Buy	205 +74	+56%	+$1.91K	﹤0.01%	1545
2021 Q2	$4K	Buy	131 +83	+173%	+$2.26K	﹤0.01%	1526
2021 Q1	$1K	Sell	48 -15	-24%	-$367	﹤0.01%	2023
2020 Q4	$1K	Hold	63	–	–	﹤0.01%	1327
2020 Q3	$1K	Hold	63	–	–	﹤0.01%	1256
2020 Q2	$1K	Hold	63	–	–	﹤0.01%	1195
2020 Q1	$1K	Hold	63	–	–	﹤0.01%	1176
2019 Q4	$2K	Hold	63	–	–	﹤0.01%	1095
2019 Q3	$2K	Hold	63	–	–	﹤0.01%	1029
2019 Q2	$2K	Hold	63	–	–	﹤0.01%	971
2019 Q1	$2K	Buy	63 +15	+31%	+$428	﹤0.01%	991
2018 Q4	$1K	Hold	48	–	–	﹤0.01%	1137
2018 Q3	$2K	Hold	48	–	–	﹤0.01%	995
2018 Q2	$1K	Hold	48	–	–	﹤0.01%	1235
2018 Q1	$1K	Hold	48	–	–	﹤0.01%	1082
2017 Q4	$1K	Hold	48	–	–	﹤0.01%	1132
2017 Q3	$1K	Hold	48	–	–	﹤0.01%	1059
2017 Q2	$1K	Hold	48	–	–	﹤0.01%	1088
2017 Q1	$1K	Hold	48	–	–	﹤0.01%	1036
2016 Q4	$1K	Hold	48	–	–	﹤0.01%	1117
2016 Q3	$1K	Hold	48	–	–	﹤0.01%	1076
2016 Q2	$1K	Hold	48	–	–	﹤0.01%	1021
2016 Q1	$1K	Buy	+48	New	+$488	﹤0.01%	1041

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

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

TCI Wealth Advisors sold out of Artivion (AORT) in Q4 2022, closing a stake of 48 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in AORT in Q1 2016 and held it in 27 quarters. The position peaked at $5K in Q3 2021. 139 funds tracked by Wall St. Rank hold AORT as of Q4 2022.

TCI Wealth Advisors reported no remaining Artivion position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 48 Artivion shares in Q4 2022, an estimated $1K.
TCI Wealth Advisors first reported a position in Artivion in Q1 2016 and held it in 27 quarters.
TCI Wealth Advisors's Artivion position peaked at $5K in Q3 2021.
139 funds tracked by Wall St. Rank held Artivion as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.