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Wealthspire Advisors (New York)’s Artivion AORT Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-440
Closed -$12K – 93
2018
Q4 		$12K Buy
+440
New +$13.2K ﹤0.01% 452

Other funds holding AORT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wealthspire Advisors (New York)'s AORT Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Artivion (AORT) in Q1 2019, closing a stake of 440 shares — an estimated $12K sold.

Wealthspire Advisors (New York) first reported a position in AORT in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 144 funds tracked by Wall St. Rank hold AORT as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Artivion position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 440 Artivion shares in Q1 2019, an estimated $12K.
  • Wealthspire Advisors (New York) first reported a position in Artivion in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Artivion position peaked at $12K in Q4 2018.
  • 144 funds tracked by Wall St. Rank held Artivion as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.