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Venturi Wealth Management’s Artivion AORT Stock Holding History

Venturi 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
2025
Q1 		– Sell
-2,717
Closed -$77.7K – 632
2024
Q4 		$77.7K Buy
+2,717
New +$75.4K ﹤0.01% 869

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Venturi Wealth Management's AORT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Artivion (AORT) in Q1 2025, closing a stake of 2,717 shares — an estimated $77.7K sold.

Venturi Wealth Management first reported a position in AORT in Q4 2024 and held it in 1 quarter. The position peaked at $77.7K in Q4 2024. 184 funds tracked by Wall St. Rank hold AORT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Artivion position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,717 Artivion shares in Q1 2025, an estimated $77.7K.
  • Venturi Wealth Management first reported a position in Artivion in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Artivion position peaked at $77.7K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Artivion as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.