APP
CFMS

Avantax Planning Partners’s Conformis, Inc. Common Stock CFMS Stock Holding History

Avantax Planning Partners’s Portfolio CFMS Stock Details CFMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-599
Closed -$3K – 384
2022
Q3 		$3K Hold
599
– – ﹤0.01% 347
2022
Q2 		$5K Hold
599
– – ﹤0.01% 342
2022
Q1 		$9K Hold
599
– – ﹤0.01% 355
2021
Q4 		$11K Buy
+599
New +$15.3K ﹤0.01% 353

Other funds holding CFMS

SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Planning Partners's CFMS Position: Q4 2022 in Review

Avantax Planning Partners sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 599 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in CFMS in Q4 2021 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

  • Avantax Planning Partners reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Avantax Planning Partners sold 599 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $3K.
  • Avantax Planning Partners first reported a position in Conformis, Inc. Common Stock in Q4 2021 and held it in 4 quarters.
  • Avantax Planning Partners's Conformis, Inc. Common Stock position peaked at $11K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on Avantax Planning Partners's 13F filing for Q4 2022, filed 10 Feb 2023.