AWM
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Avior Wealth Management’s OrthoPediatrics KIDS Stock Holding History

Avior 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
2025
Q1 		– Sell
-84
Closed -$1.95K – 1596
2024
Q4 		$1.95K Hold
84
– – ﹤0.01% 2121
2024
Q3 		$2.28K Hold
84
– – ﹤0.01% 1958
2024
Q2 		$2.42K Buy
84
+9
+12% +$276 ﹤0.01% 1910
2024
Q1 		$2.19K Buy
+75
New +$2.1K ﹤0.01% 2259

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Avior Wealth Management's KIDS Position: Q1 2025 in Review

Avior Wealth Management sold out of OrthoPediatrics (KIDS) in Q1 2025, closing a stake of 84 shares — an estimated $1.95K sold.

Avior Wealth Management first reported a position in KIDS in Q1 2024 and held it in 4 quarters. The position peaked at $2.42K in Q2 2024. 115 funds tracked by Wall St. Rank hold KIDS as of Q1 2025.

  • Avior Wealth Management reported no remaining OrthoPediatrics position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 84 OrthoPediatrics shares in Q1 2025, an estimated $1.95K.
  • Avior Wealth Management first reported a position in OrthoPediatrics in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's OrthoPediatrics position peaked at $2.42K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.