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OFIX icon

TCWP’s Orthofix Medical OFIX Stock Holding History

TCWP’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-46
Closed -$1K – 1258
2022
Q1 		$1K Buy
+46
New +$1.48K ﹤0.01% 1582

Other funds holding OFIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

TCWP's OFIX Position: Q2 2022 in Review

TCWP sold out of Orthofix Medical (OFIX) in Q2 2022, closing a stake of 46 shares — an estimated $1K sold.

TCWP first reported a position in OFIX in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 130 funds tracked by Wall St. Rank hold OFIX as of Q2 2022.

  • TCWP reported no remaining Orthofix Medical position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 46 Orthofix Medical shares in Q2 2022, an estimated $1K.
  • TCWP first reported a position in Orthofix Medical in Q1 2022 and held it in 1 quarter.
  • TCWP's Orthofix Medical position peaked at $1K in Q1 2022.
  • 130 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.