Commonwealth Equity Services
CFMS

Commonwealth Equity Services’s Conformis, Inc. Common Stock CFMS Stock Holding History

Commonwealth Equity Services’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
-1,916
Closed -$9K – 3856
2022
Q3 		$9K Buy
1,916
+400
+26% +$2.78K ﹤0.01% 3626
2022
Q2 		$13K Hold
1,516
– – ﹤0.01% 3607
2022
Q1 		$23K Buy
1,516
+200
+15% +$3.29K ﹤0.01% 3651
2021
Q4 		$25K Buy
1,316
+200
+18% +$5.13K ﹤0.01% 3588
2021
Q3 		$37K Buy
1,116
+600
+116% +$21.1K ﹤0.01% 3517
2021
Q2 		$14K Hold
516
– – ﹤0.01% 3507
2021
Q1 		$12K Buy
+516
New +$13.9K ﹤0.01% 3390
2018
Q4 		– Sell
-468
Closed -$12K – 2845
2018
Q3 		$12K Buy
468
+8
+2% +$217 ﹤0.01% 2768
2018
Q2 		$14K Sell
460
-60
-12% -$2.07K ﹤0.01% 2743
2018
Q1 		$18K Buy
+520
New +$21.8K ﹤0.01% 2666

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

Commonwealth Equity Services's CFMS Position: Q4 2022 in Review

Commonwealth Equity Services sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 1,916 shares — an estimated $9K sold.

Commonwealth Equity Services first reported a position in CFMS in Q1 2018 and held it in 10 quarters. The position peaked at $37K in Q3 2021. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

  • Commonwealth Equity Services reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,916 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $9K.
  • Commonwealth Equity Services first reported a position in Conformis, Inc. Common Stock in Q1 2018 and held it in 10 quarters.
  • Commonwealth Equity Services's Conformis, Inc. Common Stock position peaked at $37K in Q3 2021.
  • 35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on Commonwealth Equity Services's 13F filing for Q4 2022, filed 7 Feb 2023.