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Stephens Inc’s OrthoPediatrics KIDS Stock Holding History

Stephens Inc’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
2021
Q4 		– Sell
-3,216
Closed -$211K – 1381
2021
Q3 		$211K Hold
3,216
– – ﹤0.01% 1196
2021
Q2 		$203K Buy
+3,216
New +$185K ﹤0.01% 1200
2020
Q4 		– Sell
-4,418
Closed -$203K – 1242
2020
Q3 		$203K Buy
+4,418
New +$205K ﹤0.01% 1019

Other funds holding KIDS

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 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
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stephens Inc's KIDS Position: Q4 2021 in Review

Stephens Inc sold out of OrthoPediatrics (KIDS) in Q4 2021, closing a stake of 3,216 shares — an estimated $211K sold.

Stephens Inc first reported a position in KIDS in Q3 2020 and held it in 3 quarters. The position peaked at $211K in Q3 2021. 131 funds tracked by Wall St. Rank hold KIDS as of Q4 2021.

  • Stephens Inc reported no remaining OrthoPediatrics position as of Q4 2021 after selling out during the quarter.
  • Stephens Inc sold 3,216 OrthoPediatrics shares in Q4 2021, an estimated $211K.
  • Stephens Inc first reported a position in OrthoPediatrics in Q3 2020 and held it in 3 quarters.
  • Stephens Inc's OrthoPediatrics position peaked at $211K in Q3 2021.
  • 131 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2021.

Based on Stephens Inc's 13F filing for Q4 2021, filed 7 Mar 2022.