SWP
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Stratos Wealth Partners’s OrthoPediatrics KIDS Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-100
Closed -$4K – 1712
2018
Q3 		$4K Buy
+100
New +$3.06K ﹤0.01% 2522
2018
Q2 		– Sell
-100
Closed -$2K – 1834
2018
Q1 		$2K Buy
+100
New +$1.77K ﹤0.01% 2861

Other funds holding KIDS

NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Stratos Wealth Partners's KIDS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of OrthoPediatrics (KIDS) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in KIDS in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 76 funds tracked by Wall St. Rank hold KIDS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining OrthoPediatrics position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 100 OrthoPediatrics shares in Q4 2018, an estimated $4K.
  • Stratos Wealth Partners first reported a position in OrthoPediatrics in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's OrthoPediatrics position peaked at $4K in Q3 2018.
  • 76 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.