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Bellwether Advisors’s OrthoPediatrics KIDS Stock Holding History

Bellwether Advisors’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
Q2 		– Sell
-33
Closed -$1K – 490
2022
Q1 		$1K Hold
33
– – ﹤0.01% 507
2021
Q4 		$1K Hold
33
– – ﹤0.01% 534
2021
Q3 		$2K Buy
+33
New +$2.14K ﹤0.01% 474

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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Bellwether Advisors's KIDS Position: Q2 2022 in Review

Bellwether Advisors sold out of OrthoPediatrics (KIDS) in Q2 2022, closing a stake of 33 shares — an estimated $1K sold.

Bellwether Advisors first reported a position in KIDS in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 117 funds tracked by Wall St. Rank hold KIDS as of Q2 2022.

  • Bellwether Advisors reported no remaining OrthoPediatrics position as of Q2 2022 after selling out during the quarter.
  • Bellwether Advisors sold 33 OrthoPediatrics shares in Q2 2022, an estimated $1K.
  • Bellwether Advisors first reported a position in OrthoPediatrics in Q3 2021 and held it in 3 quarters.
  • Bellwether Advisors's OrthoPediatrics position peaked at $2K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2022.

Based on Bellwether Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.