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Valley National Advisers’s Artivion AORT Stock Holding History

Valley National Advisers’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
-80
Closed -$2K – 756
2024
Q2 		$2K Hold
80
– – ﹤0.01% 873
2024
Q1 		$1K Hold
80
– – ﹤0.01% 1019
2023
Q4 		$1K Buy
+80
New +$1.24K ﹤0.01% 1018

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

Valley National Advisers's AORT Position: Q3 2024 in Review

Valley National Advisers sold out of Artivion (AORT) in Q3 2024, closing a stake of 80 shares — an estimated $2K sold.

Valley National Advisers first reported a position in AORT in Q4 2023 and held it in 3 quarters. The position peaked at $2K in Q2 2024. 174 funds tracked by Wall St. Rank hold AORT as of Q3 2024.

  • Valley National Advisers reported no remaining Artivion position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 80 Artivion shares in Q3 2024, an estimated $2K.
  • Valley National Advisers first reported a position in Artivion in Q4 2023 and held it in 3 quarters.
  • Valley National Advisers's Artivion position peaked at $2K in Q2 2024.
  • 174 funds tracked by Wall St. Rank held Artivion as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.