NBC Securities’s OrthoPediatrics KIDS Stock Holding History

NBC Securities’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 Q4	–	Sell	-161	Closed	-$5K	–	2179
2023 Q3	$5K	Buy	+161	New	+$6.2K	﹤0.01%	1864

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

NBC Securities's KIDS Position: Q4 2023 in Review

NBC Securities sold out of OrthoPediatrics (KIDS) in Q4 2023, closing a stake of 161 shares — an estimated $5K sold.

NBC Securities first reported a position in KIDS in Q3 2023 and held it in 1 quarter. The position peaked at $5K in Q3 2023. 129 funds tracked by Wall St. Rank hold KIDS as of Q4 2023.

NBC Securities reported no remaining OrthoPediatrics position as of Q4 2023 after selling out during the quarter.
NBC Securities sold 161 OrthoPediatrics shares in Q4 2023, an estimated $5K.
NBC Securities first reported a position in OrthoPediatrics in Q3 2023 and held it in 1 quarter.
NBC Securities's OrthoPediatrics position peaked at $5K in Q3 2023.
129 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2023.

Based on NBC Securities's 13F filing for Q4 2023, filed 7 Feb 2024.