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Baystate Wealth Management’s OrthoPediatrics KIDS Stock Holding History

Baystate 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
2022
Q1 		– Sell
-3
Closed – – 906
2021
Q4 		$0 Hold
3
– – ﹤0.01% 919
2021
Q3 		$0 Hold
3
– – ﹤0.01% 860
2021
Q2 		$0 Hold
3
– – ﹤0.01% 826
2021
Q1 		$0 Buy
+3
New +$144 ﹤0.01% 779

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
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
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Baystate Wealth Management's KIDS Position: Q1 2022 in Review

Baystate Wealth Management sold out of OrthoPediatrics (KIDS) in Q1 2022, closing a stake of 3 shares.

Baystate Wealth Management first reported a position in KIDS in Q1 2021 and held it in 4 quarters. The position peaked at $0 in Q4 2021. 127 funds tracked by Wall St. Rank hold KIDS as of Q1 2022.

  • Baystate Wealth Management reported no remaining OrthoPediatrics position as of Q1 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 3 OrthoPediatrics shares in Q1 2022.
  • Baystate Wealth Management first reported a position in OrthoPediatrics in Q1 2021 and held it in 4 quarters.
  • Baystate Wealth Management's OrthoPediatrics position peaked at $0 in Q4 2021.
  • 127 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2022.

Based on Baystate Wealth Management's 13F filing for Q1 2022, filed 19 Apr 2022.