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Confluence Wealth Services’s OrthoPediatrics KIDS Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-478
Closed -$28K – 722
2021
Q4 		$28K Buy
+478
New +$29.8K 0.01% 631

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Confluence Wealth Services's KIDS Position: Q1 2022 in Review

Confluence Wealth Services sold out of OrthoPediatrics (KIDS) in Q1 2022, closing a stake of 478 shares — an estimated $28K sold.

Confluence Wealth Services first reported a position in KIDS in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 127 funds tracked by Wall St. Rank hold KIDS as of Q1 2022.

  • Confluence Wealth Services reported no remaining OrthoPediatrics position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 478 OrthoPediatrics shares in Q1 2022, an estimated $28K.
  • Confluence Wealth Services first reported a position in OrthoPediatrics in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's OrthoPediatrics position peaked at $28K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.