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Reilly Financial Advisors’s OrthoPediatrics KIDS Stock Holding History

Reilly Financial 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
Q3 		– Sell
-125
Closed -$5K – 939
2019
Q2 		$5K Buy
+125
New +$5.04K ﹤0.01% 775

Other funds holding KIDS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Reilly Financial Advisors's KIDS Position: Q3 2019 in Review

Reilly Financial Advisors sold out of OrthoPediatrics (KIDS) in Q3 2019, closing a stake of 125 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in KIDS in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 90 funds tracked by Wall St. Rank hold KIDS as of Q3 2019.

  • Reilly Financial Advisors reported no remaining OrthoPediatrics position as of Q3 2019 after selling out during the quarter.
  • Reilly Financial Advisors sold 125 OrthoPediatrics shares in Q3 2019, an estimated $5K.
  • Reilly Financial Advisors first reported a position in OrthoPediatrics in Q2 2019 and held it in 1 quarter.
  • Reilly Financial Advisors's OrthoPediatrics position peaked at $5K in Q2 2019.
  • 90 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2019.

Based on Reilly Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.