TD Private Client Wealth’s OrthoPediatrics KIDS Stock Holding History

TD Private Client Wealth’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 Q1	–	Sell	-1,288	Closed	-$77.1K	–	1302
2021 Q4	$77.1K	Hold	1,288	–	–	﹤0.01%	680
2021 Q3	$84.4K	Hold	1,288	–	–	﹤0.01%	652
2021 Q2	$81.4K	Hold	1,288	–	–	﹤0.01%	647
2021 Q1	$62.8K	Hold	1,288	–	–	﹤0.01%	672
2020 Q4	$53.1K	Hold	1,288	–	–	﹤0.01%	655
2020 Q3	$59.1K	Buy	+1,288	New	+$59.8K	﹤0.01%	586

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

TD Private Client Wealth's KIDS Position: Q1 2022 in Review

TD Private Client Wealth sold out of OrthoPediatrics (KIDS) in Q1 2022, closing a stake of 1,288 shares — an estimated $77.1K sold.

TD Private Client Wealth first reported a position in KIDS in Q3 2020 and held it in 6 quarters. The position peaked at $84.4K in Q3 2021. 127 funds tracked by Wall St. Rank hold KIDS as of Q1 2022.

TD Private Client Wealth reported no remaining OrthoPediatrics position as of Q1 2022 after selling out during the quarter.
TD Private Client Wealth sold 1,288 OrthoPediatrics shares in Q1 2022, an estimated $77.1K.
TD Private Client Wealth first reported a position in OrthoPediatrics in Q3 2020 and held it in 6 quarters.
TD Private Client Wealth's OrthoPediatrics position peaked at $84.4K in Q3 2021.
127 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2022.

Based on TD Private Client Wealth's 13F filing for Q1 2022, filed 16 Aug 2024.