TrueWealth LLC’s Artivion AORT Stock Holding History

TrueWealth LLC’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
2020 Q2	$7K	Hold	350	–	–	﹤0.01%	513
2020 Q1	$6K	Hold	350	–	–	﹤0.01%	512
2019 Q4	$9K	Hold	350	–	–	﹤0.01%	467
2019 Q3	$10K	Hold	350	–	–	﹤0.01%	443
2019 Q2	$10K	Hold	350	–	–	﹤0.01%	449
2019 Q1	$10K	Hold	350	–	–	﹤0.01%	450
2018 Q4	$10K	Hold	350	–	–	0.01%	435
2018 Q3	$12K	Hold	350	–	–	0.01%	444
2018 Q2	$10K	Hold	350	–	–	﹤0.01%	476
2018 Q1	$7K	Hold	350	–	–	﹤0.01%	506
2017 Q4	$7K	Buy	+350	New	+$7.01K	﹤0.01%	570

Other funds holding AORT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

TrueWealth LLC's AORT Position: Q2 2020 in Review

TrueWealth LLC held its Artivion (AORT) position steady in Q2 2020 at 350 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

TrueWealth LLC first reported a position in AORT in Q4 2017 and has held it in 11 quarters since. The position peaked at $12K in Q3 2018. 124 funds tracked by Wall St. Rank hold AORT as of Q2 2020.

TrueWealth LLC held 350 shares of Artivion worth $7K as of Q2 2020.
TrueWealth LLC left its Artivion share count unchanged in Q2 2020.
Artivion made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #513 holding.
TrueWealth LLC first reported a position in Artivion in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Artivion position peaked at $12K in Q3 2018.
124 funds tracked by Wall St. Rank held Artivion as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.