PWMG
OFIX icon

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

Prestige 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
Q3 		– Sell
-21
Closed -$380 – 1070
2023
Q2 		$380 Hold
21
– – ﹤0.01% 1013
2023
Q1 		$352 Hold
21
– – ﹤0.01% 1021
2022
Q4 		$431 Buy
+21
New +$370 ﹤0.01% 1084

Other funds holding OFIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return

Prestige Wealth Management Group's OFIX Position: Q3 2023 in Review

Prestige Wealth Management Group sold out of Orthofix Medical (OFIX) in Q3 2023, closing a stake of 21 shares — an estimated $380 sold.

Prestige Wealth Management Group first reported a position in OFIX in Q4 2022 and held it in 3 quarters. The position peaked at $431 in Q4 2022. 159 funds tracked by Wall St. Rank hold OFIX as of Q3 2023.

  • Prestige Wealth Management Group reported no remaining Orthofix Medical position as of Q3 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 21 Orthofix Medical shares in Q3 2023, an estimated $380.
  • Prestige Wealth Management Group first reported a position in Orthofix Medical in Q4 2022 and held it in 3 quarters.
  • Prestige Wealth Management Group's Orthofix Medical position peaked at $431 in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Orthofix Medical as of Q3 2023.

Based on Prestige Wealth Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.