IWA
KIDS icon

Icon Wealth Advisors’s OrthoPediatrics KIDS Stock Holding History

Icon Wealth 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
2022
Q4 		$286K Sell
7,191
-490
-6% -$20.4K 0.03% 257
2022
Q3 		$354K Buy
+7,681
New +$377K 0.04% 218

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
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Icon Wealth Advisors's KIDS Position: Q4 2022 in Review

Icon Wealth Advisors reduced its OrthoPediatrics (KIDS) stake by 6.4% in Q4 2022, selling an estimated $20.4K and leaving 7,191 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #257.

Icon Wealth Advisors first reported a position in KIDS in Q3 2022 and has held it in 2 quarters since. The position peaked at $354K in Q3 2022. 118 funds tracked by Wall St. Rank hold KIDS as of Q4 2022.

  • Icon Wealth Advisors held 7,191 shares of OrthoPediatrics worth $286K as of Q4 2022.
  • Icon Wealth Advisors sold 490 OrthoPediatrics shares in Q4 2022, an estimated $20.4K.
  • OrthoPediatrics made up 0.03% of Icon Wealth Advisors's portfolio in Q4 2022, its #257 holding.
  • Icon Wealth Advisors first reported a position in OrthoPediatrics in Q3 2022 and has held it in 2 quarters since.
  • Icon Wealth Advisors's OrthoPediatrics position peaked at $354K in Q3 2022.
  • 118 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.