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Steward Partners Investment Advisory’s OrthoPediatrics KIDS Stock Holding History

Steward Partners Investment Advisory’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
2022
Q3 		– Sell
-14
Closed -$1K – 3312
2022
Q2 		$1K Buy
+14
New +$640 ﹤0.01% 3128

Other funds holding KIDS

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Steward Partners Investment Advisory's KIDS Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of OrthoPediatrics (KIDS) in Q3 2022, closing a stake of 14 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in KIDS in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 126 funds tracked by Wall St. Rank hold KIDS as of Q3 2022.

  • Steward Partners Investment Advisory reported no remaining OrthoPediatrics position as of Q3 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 14 OrthoPediatrics shares in Q3 2022, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in OrthoPediatrics in Q2 2022 and held it in 1 quarter.
  • Steward Partners Investment Advisory's OrthoPediatrics position peaked at $1K in Q2 2022.
  • 126 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.