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Clearstead Advisors’s OrthoPediatrics KIDS Stock Holding History

Clearstead 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
Q3 		– Sell
-85
Closed -$2.44K – 2078
2024
Q2 		$2.44K Buy
85
+60
+240% +$1.84K ﹤0.01% 1793
2024
Q1 		$779 Hold
25
– – ﹤0.01% 1424
2023
Q4 		$813 Buy
+25
New +$725 ﹤0.01% 1422
2022
Q2 		– Sell
-50
Closed -$3K – 1365
2022
Q1 		$3K Buy
+50
New +$2.55K ﹤0.01% 1147

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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Clearstead Advisors's KIDS Position: Q3 2024 in Review

Clearstead Advisors sold out of OrthoPediatrics (KIDS) in Q3 2024, closing a stake of 85 shares — an estimated $2.44K sold.

Clearstead Advisors first reported a position in KIDS in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 124 funds tracked by Wall St. Rank hold KIDS as of Q3 2024.

  • Clearstead Advisors reported no remaining OrthoPediatrics position as of Q3 2024 after selling out during the quarter.
  • Clearstead Advisors sold 85 OrthoPediatrics shares in Q3 2024, an estimated $2.44K.
  • Clearstead Advisors first reported a position in OrthoPediatrics in Q1 2022 and held it in 4 quarters.
  • Clearstead Advisors's OrthoPediatrics position peaked at $3K in Q1 2022.
  • 124 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2024.

Based on Clearstead Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.