Avidian Wealth Enterprises’s Conformis, Inc. Common Stock CFMS Stock Holding History

Avidian Wealth Enterprises’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
2023 Q3	–	Sell	-34,189	Closed	-$74.9K	–	433
2023 Q2	$74.9K	Sell	34,189 -2,819	-8%	-$4.01K	﹤0.01%	405
2023 Q1	$59.6K	Hold	37,008	–	–	﹤0.01%	467
2022 Q4	$123K	Buy	37,008 +1,999	+6%	+$6.21K	0.01%	436
2022 Q3	$167K	Hold	35,009	–	–	0.01%	396
2022 Q2	$310K	Buy	35,009 +14,610	+72%	+$167K	0.02%	344
2022 Q1	$318K	Buy	20,399 +9,360	+85%	+$154K	0.02%	374
2021 Q4	$210K	Buy	11,039 +6,990	+173%	+$179K	0.01%	487
2021 Q3	$135K	Buy	+4,049	New	+$143K	0.01%	367

Other funds holding CFMS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avidian Wealth Enterprises's CFMS Position: Q3 2023 in Review

Avidian Wealth Enterprises sold out of Conformis, Inc. Common Stock (CFMS) in Q3 2023, closing a stake of 34,189 shares — an estimated $74.9K sold.

Avidian Wealth Enterprises first reported a position in CFMS in Q3 2021 and held it in 8 quarters. The position peaked at $318K in Q1 2022. 1 fund tracked by Wall St. Rank holds CFMS as of Q3 2023.

Avidian Wealth Enterprises reported no remaining Conformis, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 34,189 Conformis, Inc. Common Stock shares in Q3 2023, an estimated $74.9K.
Avidian Wealth Enterprises first reported a position in Conformis, Inc. Common Stock in Q3 2021 and held it in 8 quarters.
Avidian Wealth Enterprises's Conformis, Inc. Common Stock position peaked at $318K in Q1 2022.
1 fund tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q3 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2023, filed 13 Oct 2023.