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Venturi Wealth Management’s OrthoPediatrics KIDS Stock Holding History

Venturi Wealth Management’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
2023
Q4 		– Sell
-90
Closed -$2.88K – 1396
2023
Q3 		$2.88K Hold
90
– – ﹤0.01% 1096
2023
Q2 		$3.95K Hold
90
– – ﹤0.01% 795
2023
Q1 		$3.99K Buy
+90
New +$3.98K ﹤0.01% 873

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Venturi Wealth Management's KIDS Position: Q4 2023 in Review

Venturi Wealth Management sold out of OrthoPediatrics (KIDS) in Q4 2023, closing a stake of 90 shares — an estimated $2.88K sold.

Venturi Wealth Management first reported a position in KIDS in Q1 2023 and held it in 3 quarters. The position peaked at $3.99K in Q1 2023. 129 funds tracked by Wall St. Rank hold KIDS as of Q4 2023.

  • Venturi Wealth Management reported no remaining OrthoPediatrics position as of Q4 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 90 OrthoPediatrics shares in Q4 2023, an estimated $2.88K.
  • Venturi Wealth Management first reported a position in OrthoPediatrics in Q1 2023 and held it in 3 quarters.
  • Venturi Wealth Management's OrthoPediatrics position peaked at $3.99K in Q1 2023.
  • 129 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2023.

Based on Venturi Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.