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Private Wealth Management Group’s OrthoPediatrics KIDS Stock Holding History

Private Wealth Management 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
2024
Q4 		– Sell
-32
Closed -$868 – 1541
2024
Q3 		$868 Hold
32
– – ﹤0.01% 1320
2024
Q2 		$921 Hold
32
– – ﹤0.01% 1310
2024
Q1 		$934 Hold
32
– – ﹤0.01% 1284
2023
Q4 		$1.04K Buy
+32
New +$928 ﹤0.01% 1252

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Wealth Management Group's KIDS Position: Q4 2024 in Review

Private Wealth Management Group sold out of OrthoPediatrics (KIDS) in Q4 2024, closing a stake of 32 shares — an estimated $868 sold.

Private Wealth Management Group first reported a position in KIDS in Q4 2023 and held it in 4 quarters. The position peaked at $1.04K in Q4 2023. 108 funds tracked by Wall St. Rank hold KIDS as of Q4 2024.

  • Private Wealth Management Group reported no remaining OrthoPediatrics position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 32 OrthoPediatrics shares in Q4 2024, an estimated $868.
  • Private Wealth Management Group first reported a position in OrthoPediatrics in Q4 2023 and held it in 4 quarters.
  • Private Wealth Management Group's OrthoPediatrics position peaked at $1.04K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.