WAM
AORT icon

Wealthspire Advisors (Maryland)’s Artivion AORT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-72
Closed -$2K – 542
2019
Q1 		$2K Hold
72
– – ﹤0.01% 2117
2018
Q4 		$2K Sell
72
-9
-11% -$271 ﹤0.01% 2049
2018
Q3 		$3K Buy
81
+9
+13% +$290 ﹤0.01% 1995
2018
Q2 		$2K Hold
72
– – ﹤0.01% 2118
2018
Q1 		$1K Hold
72
– – ﹤0.01% 2290
2017
Q4 		$1K Buy
72
+67
+1,340% +$1.34K ﹤0.01% 2238
2017
Q3 		$0 Buy
+5
New +$101 ﹤0.01% 2243

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AORT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Artivion (AORT) in Q2 2019, closing a stake of 72 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in AORT in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 151 funds tracked by Wall St. Rank hold AORT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Artivion position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 72 Artivion shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Artivion in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Artivion position peaked at $3K in Q3 2018.
  • 151 funds tracked by Wall St. Rank held Artivion as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.