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King Wealth Management Group’s Orthofix Medical OFIX Stock Holding History

King Wealth Management Group’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,000
Closed -$308K – 150
2022
Q4 		$308K Hold
15,000
– – 0.07% 109
2022
Q3 		$287K Hold
15,000
– – 0.07% 113
2022
Q2 		$353K Buy
+15,000
New +$430K 0.08% 110

Other funds holding OFIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

King Wealth Management Group's OFIX Position: Q1 2023 in Review

King Wealth Management Group sold out of Orthofix Medical (OFIX) in Q1 2023, closing a stake of 15,000 shares — an estimated $308K sold.

King Wealth Management Group first reported a position in OFIX in Q2 2022 and held it in 3 quarters. The position peaked at $353K in Q2 2022. 162 funds tracked by Wall St. Rank hold OFIX as of Q1 2023.

  • King Wealth Management Group reported no remaining Orthofix Medical position as of Q1 2023 after selling out during the quarter.
  • King Wealth Management Group sold 15,000 Orthofix Medical shares in Q1 2023, an estimated $308K.
  • King Wealth Management Group first reported a position in Orthofix Medical in Q2 2022 and held it in 3 quarters.
  • King Wealth Management Group's Orthofix Medical position peaked at $353K in Q2 2022.
  • 162 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2023.

Based on King Wealth Management Group's 13F filing for Q1 2023, filed 10 May 2023.