Envestnet Asset Management
KIDS icon

Envestnet Asset Management’s OrthoPediatrics KIDS Stock Holding History

Envestnet Asset 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
Q4 		– Sell
-8,792
Closed -$238K – 4349
2024
Q3 		$238K Sell
8,792
-1,189
-12% -$36K ﹤0.01% 3938
2024
Q2 		$287K Buy
9,981
+1,692
+20% +$51.9K ﹤0.01% 3757
2024
Q1 		$242K Sell
8,289
-2,138
-21% -$59.8K ﹤0.01% 3851
2023
Q4 		$339K Sell
10,427
-52,989
-84% -$1.54M ﹤0.01% 3549
2023
Q3 		$2.03M Buy
63,416
+18,325
+41% +$706K ﹤0.01% 2370
2023
Q2 		$1.98M Sell
45,091
-363
-0.8% -$16.7K ﹤0.01% 2289
2023
Q1 		$2.01M Buy
45,454
+145
+0.3% +$6.41K ﹤0.01% 2195
2022
Q4 		$1.8M Sell
45,309
-2,925
-6% -$122K ﹤0.01% 2231
2022
Q3 		$2.23M Buy
48,234
+217
+0.5% +$10.6K ﹤0.01% 2020
2022
Q2 		$2.07M Buy
48,017
+755
+2% +$34.5K ﹤0.01% 2083
2022
Q1 		$2.55M Sell
47,262
-506
-1% -$25.9K ﹤0.01% 2059
2021
Q4 		$2.86M Buy
47,768
+2,327
+5% +$145K ﹤0.01% 1935
2021
Q3 		$2.98M Buy
45,441
+5,556
+14% +$361K ﹤0.01% 1845
2021
Q2 		$2.52M Buy
39,885
+6,654
+20% +$382K ﹤0.01% 1914
2021
Q1 		$1.62M Buy
33,231
+6,123
+23% +$294K ﹤0.01% 2078
2020
Q4 		$1.12M Buy
27,108
+3,126
+13% +$143K ﹤0.01% 2141
2020
Q3 		$1.1M Buy
23,982
+3,172
+15% +$147K ﹤0.01% 1959
2020
Q2 		$911K Buy
20,810
+1,199
+6% +$53.9K ﹤0.01% 2017
2020
Q1 		$777K Buy
19,611
+12,134
+162% +$544K ﹤0.01% 1971
2019
Q4 		$351K Buy
7,477
+730
+11% +$28.3K ﹤0.01% 2663
2019
Q3 		$238K Buy
+6,747
New +$234K ﹤0.01% 2780

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

Envestnet Asset Management's KIDS Position: Q4 2024 in Review

Envestnet Asset Management sold out of OrthoPediatrics (KIDS) in Q4 2024, closing a stake of 8,792 shares — an estimated $238K sold.

Envestnet Asset Management first reported a position in KIDS in Q3 2019 and held it in 21 quarters. The position peaked at $2.98M in Q3 2021. 108 funds tracked by Wall St. Rank hold KIDS as of Q4 2024.

  • Envestnet Asset Management reported no remaining OrthoPediatrics position as of Q4 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 8,792 OrthoPediatrics shares in Q4 2024, an estimated $238K.
  • Envestnet Asset Management first reported a position in OrthoPediatrics in Q3 2019 and held it in 21 quarters.
  • Envestnet Asset Management's OrthoPediatrics position peaked at $2.98M in Q3 2021.
  • 108 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2024.

Based on Envestnet Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.