TCI Wealth Advisors’s OrthoPediatrics KIDS Stock Holding History

TCI Wealth 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
2022 Q4	–	Sell	-25	Closed	-$1K	–	2585
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	2104
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	2155
2022 Q1	$1K	Sell	25 -64	-72%	-$3.27K	﹤0.01%	2113
2021 Q4	$5K	Buy	89 +22	+33%	+$1.37K	﹤0.01%	1673
2021 Q3	$4K	Hold	67	–	–	﹤0.01%	1767
2021 Q2	$4K	Buy	67 +42	+168%	+$2.41K	﹤0.01%	1588
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	2083
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	1400
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	1352
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	1275
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	1268
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	1366
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	1318
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	1231
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	1248
2018 Q4	$1K	Buy	+25	New	+$792	﹤0.01%	1248

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCI Wealth Advisors's KIDS Position: Q4 2022 in Review

TCI Wealth Advisors sold out of OrthoPediatrics (KIDS) in Q4 2022, closing a stake of 25 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in KIDS in Q4 2018 and held it in 16 quarters. The position peaked at $5K in Q4 2021. 118 funds tracked by Wall St. Rank hold KIDS as of Q4 2022.

TCI Wealth Advisors reported no remaining OrthoPediatrics position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 25 OrthoPediatrics shares in Q4 2022, an estimated $1K.
TCI Wealth Advisors first reported a position in OrthoPediatrics in Q4 2018 and held it in 16 quarters.
TCI Wealth Advisors's OrthoPediatrics position peaked at $5K in Q4 2021.
118 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.