Next Financial Group’s OrthoPediatrics KIDS Stock Holding History

Next Financial Group’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
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	2747
2021 Q3	$1K	Sell	9 -22	-71%	-$1.43K	﹤0.01%	2634
2021 Q2	$2K	Buy	31 +22	+244%	+$1.26K	﹤0.01%	2416
2021 Q1	$0	Hold	9	–	–	﹤0.01%	2588
2020 Q4	$0	Hold	9	–	–	﹤0.01%	2381
2020 Q3	$0	Buy	+9	New	+$418	﹤0.01%	2195
2020 Q2	–	Sell	-9	Closed	–	–	1279
2020 Q1	$0	Buy	+9	New	+$403	﹤0.01%	2264

Other funds holding KIDS

BCM

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SPPAM

Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's KIDS Position: Q4 2021 in Review

Next Financial Group held its OrthoPediatrics (KIDS) position steady in Q4 2021 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2747.

Next Financial Group first reported a position in KIDS in Q1 2020 and has held it in 7 quarters since. The position peaked at $2K in Q2 2021. 131 funds tracked by Wall St. Rank hold KIDS as of Q4 2021.

Next Financial Group held 9 shares of OrthoPediatrics worth $1K as of Q4 2021.
Next Financial Group left its OrthoPediatrics share count unchanged in Q4 2021.
OrthoPediatrics made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2747 holding.
Next Financial Group first reported a position in OrthoPediatrics in Q1 2020 and has held it in 7 quarters since.
Next Financial Group's OrthoPediatrics position peaked at $2K in Q2 2021.
131 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.