Spire Wealth Management’s OrthoPediatrics KIDS Stock Holding History

Spire Wealth Management’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	-42	Closed	-$1.34K	–	2419
2023 Q3	$1.34K	Hold	42	–	–	﹤0.01%	2205
2023 Q2	$1.84K	Hold	42	–	–	﹤0.01%	2214
2023 Q1	$1.86K	Hold	42	–	–	﹤0.01%	2277
2022 Q4	$2K	Hold	42	–	–	﹤0.01%	2063
2022 Q3	$2K	Hold	42	–	–	﹤0.01%	1962
2022 Q2	$2K	Hold	42	–	–	﹤0.01%	2368
2022 Q1	$2K	Hold	42	–	–	﹤0.01%	2399
2021 Q4	$3K	Hold	42	–	–	﹤0.01%	2700
2021 Q3	$3K	Hold	42	–	–	﹤0.01%	2400
2021 Q2	$3K	Hold	42	–	–	﹤0.01%	2417
2021 Q1	$2K	Buy	+42	New	+$2.02K	﹤0.01%	2856

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

Spire Wealth Management's KIDS Position: Q4 2023 in Review

Spire Wealth Management sold out of OrthoPediatrics (KIDS) in Q4 2023, closing a stake of 42 shares — an estimated $1.34K sold.

Spire Wealth Management first reported a position in KIDS in Q1 2021 and held it in 11 quarters. The position peaked at $3K in Q4 2021. 129 funds tracked by Wall St. Rank hold KIDS as of Q4 2023.

Spire Wealth Management reported no remaining OrthoPediatrics position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 42 OrthoPediatrics shares in Q4 2023, an estimated $1.34K.
Spire Wealth Management first reported a position in OrthoPediatrics in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's OrthoPediatrics position peaked at $3K in Q4 2021.
129 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.