Charles Schwab’s Conformis, Inc. Common Stock CFMS Stock Holding History

Charles Schwab’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	-3,085	Closed	-$15K	–	3602
2022 Q3	$15K	Hold	3,085	–	–	﹤0.01%	3496
2022 Q2	$28K	Hold	3,085	–	–	﹤0.01%	3491
2022 Q1	$49K	Hold	3,085	–	–	﹤0.01%	3531
2021 Q4	$59K	Hold	3,085	–	–	﹤0.01%	3498
2021 Q3	$103K	Hold	3,085	–	–	﹤0.01%	3377
2021 Q2	$89K	Hold	3,085	–	–	﹤0.01%	3303
2021 Q1	$77K	Buy	3,085 +2,206	+251%	+$59.5K	﹤0.01%	3403
2020 Q4	$15K	Hold	879	–	–	﹤0.01%	3385
2020 Q3	$19K	Hold	879	–	–	﹤0.01%	3315
2020 Q2	$19K	Sell	879 -5,319	-86%	-$111K	﹤0.01%	3295
2020 Q1	$98K	Hold	6,198	–	–	﹤0.01%	3110
2019 Q4	$233K	Hold	6,198	–	–	﹤0.01%	3020
2019 Q3	$289K	Hold	6,198	–	–	﹤0.01%	2975
2019 Q2	$676K	Buy	6,198 +4,635	+297%	+$382K	﹤0.01%	2699
2019 Q1	$113K	Buy	+1,563	New	+$44.6K	﹤0.01%	3083
2018 Q3	–	Sell	-678	Closed	-$22K	–	3146
2018 Q2	$22K	Sell	678 -4,960	-88%	-$171K	﹤0.01%	3112
2018 Q1	$205K	Buy	5,638 +2,720	+93%	+$114K	﹤0.01%	2987
2017 Q4	$174K	Sell	2,918 -1,542	-35%	-$123K	﹤0.01%	3001
2017 Q3	$393K	Hold	4,460	–	–	﹤0.01%	2787
2017 Q2	$479K	Hold	4,460	–	–	﹤0.01%	2706
2017 Q1	$583K	Buy	4,460 +2,220	+99%	+$376K	﹤0.01%	2596
2016 Q4	$454K	Hold	2,240	–	–	﹤0.01%	2692
2016 Q3	$556K	Hold	2,240	–	–	﹤0.01%	2579
2016 Q2	$394K	Buy	2,240 +1,692	+309%	+$398K	﹤0.01%	2682
2016 Q1	$148K	Hold	548	–	–	﹤0.01%	2946
2015 Q4	$237K	Buy	+548	New	+$275K	﹤0.01%	2929

Other funds holding CFMS

SCM

Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab's CFMS Position: Q4 2022 in Review

Charles Schwab sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 3,085 shares — an estimated $15K sold.

Charles Schwab first reported a position in CFMS in Q4 2015 and held it in 26 quarters. The position peaked at $676K in Q2 2019. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

Charles Schwab reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Charles Schwab sold 3,085 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $15K.
Charles Schwab first reported a position in Conformis, Inc. Common Stock in Q4 2015 and held it in 26 quarters.
Charles Schwab's Conformis, Inc. Common Stock position peaked at $676K in Q2 2019.
35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on Charles Schwab's 13F filing for Q4 2022, filed 13 Feb 2023.