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Regal Investment Advisors’s OrthoPediatrics KIDS Stock Holding History

Regal Investment 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
2019
Q1 		– Sell
-6,702
Closed -$234K – 378
2018
Q4 		$234K Hold
6,702
– – 0.05% 283
2018
Q3 		$246K Buy
+6,702
New +$205K 0.05% 270

Other funds holding KIDS

NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Regal Investment Advisors's KIDS Position: Q1 2019 in Review

Regal Investment Advisors sold out of OrthoPediatrics (KIDS) in Q1 2019, closing a stake of 6,702 shares — an estimated $234K sold.

Regal Investment Advisors first reported a position in KIDS in Q3 2018 and held it in 2 quarters. The position peaked at $246K in Q3 2018. 95 funds tracked by Wall St. Rank hold KIDS as of Q1 2019.

  • Regal Investment Advisors reported no remaining OrthoPediatrics position as of Q1 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 6,702 OrthoPediatrics shares in Q1 2019, an estimated $234K.
  • Regal Investment Advisors first reported a position in OrthoPediatrics in Q3 2018 and held it in 2 quarters.
  • Regal Investment Advisors's OrthoPediatrics position peaked at $246K in Q3 2018.
  • 95 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2019.

Based on Regal Investment Advisors's 13F filing for Q1 2019, filed 9 May 2019.