MWM
KIDS icon

Midwest Wealth Management’s OrthoPediatrics KIDS Stock Holding History

Midwest Wealth 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
2022
Q1 		$1.05M Hold
19,461
– – 0.64% 75
2021
Q4 		$1.17M Hold
19,461
– – 0.73% 73
2021
Q3 		$1.27M Sell
19,461
-500
-3% -$32.5K 0.88% 60
2021
Q2 		$1.26M Hold
19,961
– – 0.9% 50
2021
Q1 		$973K Hold
19,961
– – 0.79% 60
2020
Q4 		$823K Buy
+19,961
New +$915K 0.75% 60

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Midwest Wealth Management's KIDS Position: Q1 2022 in Review

Midwest Wealth Management held its OrthoPediatrics (KIDS) position steady in Q1 2022 at 19,461 shares worth $1.05M. The position accounts for 0.64% of the portfolio, ranked #75.

Midwest Wealth Management first reported a position in KIDS in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.27M in Q3 2021. 127 funds tracked by Wall St. Rank hold KIDS as of Q1 2022.

  • Midwest Wealth Management held 19,461 shares of OrthoPediatrics worth $1.05M as of Q1 2022.
  • Midwest Wealth Management left its OrthoPediatrics share count unchanged in Q1 2022.
  • OrthoPediatrics made up 0.64% of Midwest Wealth Management's portfolio in Q1 2022, its #75 holding.
  • Midwest Wealth Management first reported a position in OrthoPediatrics in Q4 2020 and has held it in 6 quarters since.
  • Midwest Wealth Management's OrthoPediatrics position peaked at $1.27M in Q3 2021.
  • 127 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.