Carroll Financial Associates’s OrthoPediatrics KIDS Stock Holding History

Carroll Financial Associates’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
2021 Q4	$10K	Hold	177	–	–	﹤0.01%	1161
2021 Q3	$11K	Hold	177	–	–	﹤0.01%	1175
2021 Q2	$11K	Hold	177	–	–	﹤0.01%	1260
2021 Q1	$8K	Hold	177	–	–	﹤0.01%	1266
2020 Q4	$7K	Sell	177 -3	-2%	-$138	﹤0.01%	1194
2020 Q3	$8K	Hold	180	–	–	﹤0.01%	1093
2020 Q2	$7K	Buy	180 +54	+43%	+$2.43K	﹤0.01%	1121
2020 Q1	$4K	Buy	+126	New	+$5.65K	﹤0.01%	1179

Other funds holding KIDS

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SPPAM

Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carroll Financial Associates's KIDS Position: Q4 2021 in Review

Carroll Financial Associates held its OrthoPediatrics (KIDS) position steady in Q4 2021 at 177 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Carroll Financial Associates first reported a position in KIDS in Q1 2020 and has held it in 8 quarters since. The position peaked at $11K in Q3 2021. 131 funds tracked by Wall St. Rank hold KIDS as of Q4 2021.

Carroll Financial Associates held 177 shares of OrthoPediatrics worth $10K as of Q4 2021.
Carroll Financial Associates left its OrthoPediatrics share count unchanged in Q4 2021.
OrthoPediatrics made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1161 holding.
Carroll Financial Associates first reported a position in OrthoPediatrics in Q1 2020 and has held it in 8 quarters since.
Carroll Financial Associates's OrthoPediatrics position peaked at $11K in Q3 2021.
131 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.