CarsonAllaria Wealth Management’s Conformis, Inc. Common Stock CFMS Stock Holding History

CarsonAllaria Wealth 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
2023 Q3	–	Sell	-948	Closed	-$2.08K	–	420
2023 Q2	$2.08K	Hold	948	–	–	﹤0.01%	312
2023 Q1	$1.53K	Buy	948 +650	+218%	+$1.4K	﹤0.01%	314
2022 Q4	$1K	Sell	298 -107	-26%	-$332	﹤0.01%	341
2022 Q3	$2K	Hold	405	–	–	﹤0.01%	297
2022 Q2	$4K	Hold	405	–	–	﹤0.01%	257
2022 Q1	$6K	Hold	405	–	–	0.01%	239
2021 Q4	$8K	Buy	+405	New	+$10.4K	0.01%	228

Other funds holding CFMS

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

CarsonAllaria Wealth Management's CFMS Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Conformis, Inc. Common Stock (CFMS) in Q3 2023, closing a stake of 948 shares — an estimated $2.08K sold.

CarsonAllaria Wealth Management first reported a position in CFMS in Q4 2021 and held it in 7 quarters. The position peaked at $8K in Q4 2021. 1 fund tracked by Wall St. Rank holds CFMS as of Q3 2023.

CarsonAllaria Wealth Management reported no remaining Conformis, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
CarsonAllaria Wealth Management sold 948 Conformis, Inc. Common Stock shares in Q3 2023, an estimated $2.08K.
CarsonAllaria Wealth Management first reported a position in Conformis, Inc. Common Stock in Q4 2021 and held it in 7 quarters.
CarsonAllaria Wealth Management's Conformis, Inc. Common Stock position peaked at $8K in Q4 2021.
1 fund tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.