Alpha Omega Wealth Management’s OrthoPediatrics KIDS Stock Holding History

Alpha Omega Wealth Management’s Portfolio KIDS Stock Details KIDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-57	Closed	-$2K	–	400
2019 Q2	$2K	Hold	57	–	–	﹤0.01%	561
2019 Q1	$3K	Buy	+57	New	+$2.17K	﹤0.01%	516

Other funds holding KIDS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Alpha Omega Wealth Management's KIDS Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of OrthoPediatrics (KIDS) in Q3 2019, closing a stake of 57 shares — an estimated $2K sold.

Alpha Omega Wealth Management first reported a position in KIDS in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 90 funds tracked by Wall St. Rank hold KIDS as of Q3 2019.

Alpha Omega Wealth Management reported no remaining OrthoPediatrics position as of Q3 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 57 OrthoPediatrics shares in Q3 2019, an estimated $2K.
Alpha Omega Wealth Management first reported a position in OrthoPediatrics in Q1 2019 and held it in 2 quarters.
Alpha Omega Wealth Management's OrthoPediatrics position peaked at $3K in Q1 2019.
90 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.