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Valeo Financial Advisors’s OrthoPediatrics KIDS Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-24
Closed -$1K – 1877
2020
Q2 		$1K Buy
24
+7
+41% +$315 ﹤0.01% 1903
2020
Q1 		$1K Hold
17
– – ﹤0.01% 1668
2019
Q4 		$1K Buy
+17
New +$659 ﹤0.01% 1543

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valeo Financial Advisors's KIDS Position: Q3 2020 in Review

Valeo Financial Advisors sold out of OrthoPediatrics (KIDS) in Q3 2020, closing a stake of 24 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in KIDS in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 123 funds tracked by Wall St. Rank hold KIDS as of Q3 2020.

  • Valeo Financial Advisors reported no remaining OrthoPediatrics position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 24 OrthoPediatrics shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in OrthoPediatrics in Q4 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's OrthoPediatrics position peaked at $1K in Q2 2020.
  • 123 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.