CPA
KIDS icon

Capital Performance Advisors’s OrthoPediatrics KIDS Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-35
Closed -$949 – 1467
2024
Q3 		$949 Buy
+35
New +$1.06K ﹤0.01% 1934

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 Performance Advisors's KIDS Position: Q4 2024 in Review

Capital Performance Advisors sold out of OrthoPediatrics (KIDS) in Q4 2024, closing a stake of 35 shares — an estimated $949 sold.

Capital Performance Advisors first reported a position in KIDS in Q3 2024 and held it in 1 quarter. The position peaked at $949 in Q3 2024. 108 funds tracked by Wall St. Rank hold KIDS as of Q4 2024.

  • Capital Performance Advisors reported no remaining OrthoPediatrics position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 35 OrthoPediatrics shares in Q4 2024, an estimated $949.
  • Capital Performance Advisors first reported a position in OrthoPediatrics in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's OrthoPediatrics position peaked at $949 in Q3 2024.
  • 108 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.