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Belpointe Asset Management’s OrthoPediatrics KIDS Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-202
Closed -$8.95K – 2053
2023
Q1 		$8.95K Buy
+202
New +$8.93K ﹤0.01% 2772

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Belpointe Asset Management's KIDS Position: Q2 2023 in Review

Belpointe Asset Management sold out of OrthoPediatrics (KIDS) in Q2 2023, closing a stake of 202 shares — an estimated $8.95K sold.

Belpointe Asset Management first reported a position in KIDS in Q1 2023 and held it in 1 quarter. The position peaked at $8.95K in Q1 2023. 121 funds tracked by Wall St. Rank hold KIDS as of Q2 2023.

  • Belpointe Asset Management reported no remaining OrthoPediatrics position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 202 OrthoPediatrics shares in Q2 2023, an estimated $8.95K.
  • Belpointe Asset Management first reported a position in OrthoPediatrics in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's OrthoPediatrics position peaked at $8.95K in Q1 2023.
  • 121 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.