Patriot Financial Group Insurance Agency’s Orthofix Medical OFIX Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-125	Closed	-$3K	–	1441
2022 Q2	$3K	Hold	125	–	–	﹤0.01%	1659
2022 Q1	$4K	Hold	125	–	–	﹤0.01%	1701
2021 Q4	$4K	Hold	125	–	–	﹤0.01%	1788
2021 Q3	$5K	Buy	+125	New	+$4.98K	﹤0.01%	1700
2020 Q4	–	Sell	-1	Closed	–	–	1955
2020 Q3	$0	Hold	1	–	–	﹤0.01%	1792
2020 Q2	$0	Sell	1 -3	-75%	-$100	﹤0.01%	1785
2020 Q1	$0	Hold	4	–	–	﹤0.01%	1681
2019 Q4	$0	Hold	4	–	–	﹤0.01%	1408
2019 Q3	$0	Hold	4	–	–	﹤0.01%	1419
2019 Q2	$1K	Hold	4	–	–	﹤0.01%	1294
2019 Q1	$0	Hold	4	–	–	﹤0.01%	1289
2018 Q4	$0	Buy	+4	New	+$228	﹤0.01%	1081

Other funds holding OFIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OFIX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Orthofix Medical (OFIX) in Q3 2022, closing a stake of 125 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in OFIX in Q4 2018 and held it in 12 quarters. The position peaked at $5K in Q3 2021. 144 funds tracked by Wall St. Rank hold OFIX as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Orthofix Medical position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 125 Orthofix Medical shares in Q3 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Orthofix Medical in Q4 2018 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Orthofix Medical position peaked at $5K in Q3 2021.
144 funds tracked by Wall St. Rank held Orthofix Medical as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.