BOK Financial’s OrthoPediatrics KIDS Stock Holding History

BOK Financial’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 Q4	–	Sell	-8	Closed	-$205	–	1392
2024 Q3	$205	Buy	+8	New	+$242	﹤0.01%	1337

Other funds holding KIDS

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BOK Financial's KIDS Position: Q4 2024 in Review

BOK Financial sold out of OrthoPediatrics (KIDS) in Q4 2024, closing a stake of 8 shares — an estimated $205 sold.

BOK Financial first reported a position in KIDS in Q3 2024 and held it in 1 quarter. The position peaked at $205 in Q3 2024. 108 funds tracked by Wall St. Rank hold KIDS as of Q4 2024.

BOK Financial reported no remaining OrthoPediatrics position as of Q4 2024 after selling out during the quarter.
BOK Financial sold 8 OrthoPediatrics shares in Q4 2024, an estimated $205.
BOK Financial first reported a position in OrthoPediatrics in Q3 2024 and held it in 1 quarter.
BOK Financial's OrthoPediatrics position peaked at $205 in Q3 2024.
108 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.