AIM
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Arcadia Investment Management’s OrthoPediatrics KIDS Stock Holding History

Arcadia Investment 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
2024
Q3 		– Sell
-330
Closed -$9.49K – 287
2024
Q2 		$9.49K Hold
330
– – ﹤0.01% 277
2024
Q1 		$9.62K Sell
330
-486
-60% -$13.6K ﹤0.01% 279
2023
Q4 		$26.5K Sell
816
-311
-28% -$9.02K 0.01% 240
2023
Q3 		$36K Hold
1,127
– – 0.01% 232
2023
Q2 		$49.3K Sell
1,127
-1,645
-59% -$75.9K 0.01% 223
2023
Q1 		$123K Buy
2,772
+614
+28% +$27.1K 0.03% 167
2022
Q4 		$85.7K Buy
+2,158
New +$89.9K 0.02% 182

Other funds holding KIDS

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Arcadia Investment Management's KIDS Position: Q3 2024 in Review

Arcadia Investment Management sold out of OrthoPediatrics (KIDS) in Q3 2024, closing a stake of 330 shares — an estimated $9.49K sold.

Arcadia Investment Management first reported a position in KIDS in Q4 2022 and held it in 7 quarters. The position peaked at $123K in Q1 2023. 124 funds tracked by Wall St. Rank hold KIDS as of Q3 2024.

  • Arcadia Investment Management reported no remaining OrthoPediatrics position as of Q3 2024 after selling out during the quarter.
  • Arcadia Investment Management sold 330 OrthoPediatrics shares in Q3 2024, an estimated $9.49K.
  • Arcadia Investment Management first reported a position in OrthoPediatrics in Q4 2022 and held it in 7 quarters.
  • Arcadia Investment Management's OrthoPediatrics position peaked at $123K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2024.

Based on Arcadia Investment Management's 13F filing for Q3 2024, filed 29 Oct 2024.