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Cherry Tree Wealth Management’s OrthoPediatrics KIDS Stock Holding History

Cherry Tree Wealth 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
2024
Q1 		– Sell
-42
Closed -$1.37K – 610
2023
Q4 		$1.37K Hold
42
– – ﹤0.01% 527
2023
Q3 		$1.34K Hold
42
– – ﹤0.01% 512
2023
Q2 		$1.84K Buy
+42
New +$1.94K ﹤0.01% 499

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cherry Tree Wealth Management's KIDS Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of OrthoPediatrics (KIDS) in Q1 2024, closing a stake of 42 shares — an estimated $1.37K sold.

Cherry Tree Wealth Management first reported a position in KIDS in Q2 2023 and held it in 3 quarters. The position peaked at $1.84K in Q2 2023. 121 funds tracked by Wall St. Rank hold KIDS as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining OrthoPediatrics position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 42 OrthoPediatrics shares in Q1 2024, an estimated $1.37K.
  • Cherry Tree Wealth Management first reported a position in OrthoPediatrics in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's OrthoPediatrics position peaked at $1.84K in Q2 2023.
  • 121 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.