Raymond James Financial Services Advisors’s OrthoPediatrics KIDS Stock Holding History

Raymond James Financial Services Advisors’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	-15,157	Closed	-$485K	–	3365
2023 Q3	$485K	Hold	15,157	–	–	﹤0.01%	2351
2023 Q2	$665K	Hold	15,157	–	–	﹤0.01%	2170
2023 Q1	$671K	Hold	15,157	–	–	﹤0.01%	2149
2022 Q4	$602K	Hold	15,157	–	–	﹤0.01%	2160
2022 Q3	$699K	Hold	15,157	–	–	﹤0.01%	2054
2022 Q2	$654K	Sell	15,157 -47	-0.3%	-$2.15K	﹤0.01%	2109
2022 Q1	$821K	Hold	15,204	–	–	﹤0.01%	2077
2021 Q4	$910K	Buy	15,204 +47	+0.3%	+$2.93K	﹤0.01%	2032
2021 Q3	$993K	Sell	15,157 -21	-0.1%	-$1.36K	﹤0.01%	1965
2021 Q2	$959K	Buy	15,178 +21	+0.1%	+$1.21K	﹤0.01%	1978
2021 Q1	$739K	Sell	15,157 -18	-0.1%	-$864	﹤0.01%	2049
2020 Q4	$626K	Hold	15,175	–	–	﹤0.01%	2003
2020 Q3	$697K	Buy	15,175 +18	+0.1%	+$835	﹤0.01%	1774
2020 Q2	$663K	Hold	15,157	–	–	﹤0.01%	1742
2020 Q1	$601K	Hold	15,157	–	–	﹤0.01%	1441
2019 Q4	$712K	Hold	15,157	–	–	﹤0.01%	1746
2019 Q3	$534K	Hold	15,157	–	–	﹤0.01%	1861
2019 Q2	$591K	Buy	+15,157	New	+$611K	﹤0.01%	1815

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

Raymond James Financial Services Advisors's KIDS Position: Q4 2023 in Review

Raymond James Financial Services Advisors sold out of OrthoPediatrics (KIDS) in Q4 2023, closing a stake of 15,157 shares — an estimated $485K sold.

Raymond James Financial Services Advisors first reported a position in KIDS in Q2 2019 and held it in 18 quarters. The position peaked at $993K in Q3 2021. 129 funds tracked by Wall St. Rank hold KIDS as of Q4 2023.

Raymond James Financial Services Advisors reported no remaining OrthoPediatrics position as of Q4 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 15,157 OrthoPediatrics shares in Q4 2023, an estimated $485K.
Raymond James Financial Services Advisors first reported a position in OrthoPediatrics in Q2 2019 and held it in 18 quarters.
Raymond James Financial Services Advisors's OrthoPediatrics position peaked at $993K in Q3 2021.
129 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.