Tradition Wealth Management’s Artivion AORT Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-500	Closed	-$9K	–	432
2023 Q4	$9K	Hold	500	–	–	﹤0.01%	1014
2023 Q3	$8K	Hold	500	–	–	﹤0.01%	1051
2023 Q2	$9K	Hold	500	–	–	﹤0.01%	1047
2023 Q1	$7K	Hold	500	–	–	﹤0.01%	1066
2022 Q4	$6K	Hold	500	–	–	﹤0.01%	998
2022 Q3	$7K	Hold	500	–	–	﹤0.01%	992
2022 Q2	$9K	Hold	500	–	–	﹤0.01%	838
2022 Q1	$11K	Hold	500	–	–	﹤0.01%	867
2021 Q4	$10K	Hold	500	–	–	﹤0.01%	914
2021 Q3	$11K	Hold	500	–	–	﹤0.01%	878
2021 Q2	$14K	Hold	500	–	–	﹤0.01%	846
2021 Q1	$11K	Hold	500	–	–	﹤0.01%	761
2020 Q4	$12K	Buy	+500	New	+$10.1K	﹤0.01%	680

Other funds holding AORT

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GKIM

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

Tradition Wealth Management's AORT Position: Q1 2024 in Review

Tradition Wealth Management sold out of Artivion (AORT) in Q1 2024, closing a stake of 500 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in AORT in Q4 2020 and held it in 13 quarters. The position peaked at $14K in Q2 2021. 151 funds tracked by Wall St. Rank hold AORT as of Q1 2024.

Tradition Wealth Management reported no remaining Artivion position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 500 Artivion shares in Q1 2024, an estimated $9K.
Tradition Wealth Management first reported a position in Artivion in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Artivion position peaked at $14K in Q2 2021.
151 funds tracked by Wall St. Rank held Artivion as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.