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FDx Advisors’s OrthoPediatrics KIDS Stock Holding History

FDx 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
2023
Q3 		– Sell
-5,889
Closed -$258K – 711
2023
Q2 		$258K Buy
+5,889
New +$272K 0.01% 645
2022
Q3 		– Sell
-7,774
Closed -$335K – 776
2022
Q2 		$335K Sell
7,774
-934
-11% -$42.7K 0.01% 588
2022
Q1 		$470K Sell
8,708
-1,202
-12% -$61.4K 0.02% 525
2021
Q4 		$593K Sell
9,910
-693
-7% -$43.1K 0.02% 485
2021
Q3 		$695K Buy
10,603
+505
+5% +$32.8K 0.02% 412
2021
Q2 		$638K Buy
10,098
+1,814
+22% +$104K 0.02% 440
2021
Q1 		$404K Buy
8,284
+1,417
+21% +$68K 0.02% 526
2020
Q4 		$283K Buy
6,867
+1,404
+26% +$64.4K 0.01% 587
2020
Q3 		$251K Buy
+5,463
New +$253K 0.01% 529

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 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

FDx Advisors's KIDS Position: Q3 2023 in Review

FDx Advisors sold out of OrthoPediatrics (KIDS) in Q3 2023, closing a stake of 5,889 shares — an estimated $258K sold.

FDx Advisors first reported a position in KIDS in Q3 2020 and held it in 9 quarters. The position peaked at $695K in Q3 2021. 117 funds tracked by Wall St. Rank hold KIDS as of Q3 2023.

  • FDx Advisors reported no remaining OrthoPediatrics position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 5,889 OrthoPediatrics shares in Q3 2023, an estimated $258K.
  • FDx Advisors first reported a position in OrthoPediatrics in Q3 2020 and held it in 9 quarters.
  • FDx Advisors's OrthoPediatrics position peaked at $695K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.