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Capital Advisors Ltd’s OrthoPediatrics KIDS Stock Holding History

Capital Advisors Ltd’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
-7
Closed – – 1480
2024
Q3 		$0 Hold
7
– – ﹤0.01% 1502
2024
Q2 		$0 Hold
7
– – ﹤0.01% 1519
2024
Q1 		$0 Hold
7
– – ﹤0.01% 1462
2023
Q4 		$0 Buy
+7
New +$203 ﹤0.01% 1391

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Advisors Ltd's KIDS Position: Q4 2024 in Review

Capital Advisors Ltd sold out of OrthoPediatrics (KIDS) in Q4 2024, closing a stake of 7 shares.

Capital Advisors Ltd first reported a position in KIDS in Q4 2023 and held it in 4 quarters. The position peaked at $0 in Q3 2024. 108 funds tracked by Wall St. Rank hold KIDS as of Q4 2024.

  • Capital Advisors Ltd reported no remaining OrthoPediatrics position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 7 OrthoPediatrics shares in Q4 2024.
  • Capital Advisors Ltd first reported a position in OrthoPediatrics in Q4 2023 and held it in 4 quarters.
  • Capital Advisors Ltd's OrthoPediatrics position peaked at $0 in Q3 2024.
  • 108 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.