Glassman Wealth Services’s OrthoPediatrics KIDS Stock Holding History

Glassman 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
2024 Q1	–	Sell	-49	Closed	-$1.59K	–	1032
2023 Q4	$1.59K	Buy	49 +44	+880%	+$1.28K	﹤0.01%	1412
2023 Q3	$160	Buy	+5	New	+$193	﹤0.01%	1928
2022 Q4	–	Sell	-4	Closed	–	–	1991
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1840
2022 Q2	$0	Buy	+4	New	+$183	﹤0.01%	1847
2019 Q3	–	Sell	-6	Closed	–	–	1217
2019 Q2	$0	Buy	+6	New	+$242	﹤0.01%	1224

Other funds holding KIDS

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Glassman Wealth Services's KIDS Position: Q1 2024 in Review

Glassman Wealth Services sold out of OrthoPediatrics (KIDS) in Q1 2024, closing a stake of 49 shares — an estimated $1.59K sold.

Glassman Wealth Services first reported a position in KIDS in Q2 2019 and held it in 5 quarters. The position peaked at $1.59K in Q4 2023. 121 funds tracked by Wall St. Rank hold KIDS as of Q1 2024.

Glassman Wealth Services reported no remaining OrthoPediatrics position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 49 OrthoPediatrics shares in Q1 2024, an estimated $1.59K.
Glassman Wealth Services first reported a position in OrthoPediatrics in Q2 2019 and held it in 5 quarters.
Glassman Wealth Services's OrthoPediatrics position peaked at $1.59K in Q4 2023.
121 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.