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Valley National Advisers’s OrthoPediatrics KIDS Stock Holding History

Valley National Advisers’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
2024
Q2 		– Sell
-60
Closed -$1K – 1223
2024
Q1 		$1K Buy
60
+10
+20% +$280 ﹤0.01% 1099
2023
Q4 		$1K Buy
+50
New +$1.45K ﹤0.01% 1088

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valley National Advisers's KIDS Position: Q2 2024 in Review

Valley National Advisers sold out of OrthoPediatrics (KIDS) in Q2 2024, closing a stake of 60 shares — an estimated $1K sold.

Valley National Advisers first reported a position in KIDS in Q4 2023 and held it in 2 quarters. The position peaked at $1K in Q1 2024. 122 funds tracked by Wall St. Rank hold KIDS as of Q2 2024.

  • Valley National Advisers reported no remaining OrthoPediatrics position as of Q2 2024 after selling out during the quarter.
  • Valley National Advisers sold 60 OrthoPediatrics shares in Q2 2024, an estimated $1K.
  • Valley National Advisers first reported a position in OrthoPediatrics in Q4 2023 and held it in 2 quarters.
  • Valley National Advisers's OrthoPediatrics position peaked at $1K in Q1 2024.
  • 122 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2024.

Based on Valley National Advisers's 13F filing for Q2 2024, filed 18 Jul 2024.