BCM
CFMS

Bourgeon Capital Management’s Conformis, Inc. Common Stock CFMS Stock Holding History

Bourgeon Capital Management’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
-2,400
Closed -$11K – 491
2022
Q3 		$11K Buy
2,400
+800
+50% +$5.56K ﹤0.01% 217
2022
Q2 		$14K Buy
1,600
+400
+33% +$4.57K ﹤0.01% 207
2022
Q1 		$19K Buy
1,200
+600
+100% +$9.86K ﹤0.01% 198
2021
Q4 		$11K Buy
+600
New +$15.4K ﹤0.01% 216
2021
Q1 		– Sell
-6,220
Closed -$103K – 314
2020
Q4 		$103K Buy
6,220
+3,000
+93% +$51.8K 0.03% 119
2020
Q3 		$67K Buy
3,220
+1,820
+130% +$34.8K 0.02% 130
2020
Q2 		$29K Buy
1,400
+1,000
+250% +$20.9K 0.01% 142
2020
Q1 		$6K Buy
+400
New +$9.78K ﹤0.01% 208

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

Bourgeon Capital Management's CFMS Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 2,400 shares — an estimated $11K sold.

Bourgeon Capital Management first reported a position in CFMS in Q1 2020 and held it in 8 quarters. The position peaked at $103K in Q4 2020. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 2,400 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $11K.
  • Bourgeon Capital Management first reported a position in Conformis, Inc. Common Stock in Q1 2020 and held it in 8 quarters.
  • Bourgeon Capital Management's Conformis, Inc. Common Stock position peaked at $103K in Q4 2020.
  • 35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.