CA
CFMS

Cornerstone Advisory’s Conformis, Inc. Common Stock CFMS Stock Holding History

Cornerstone Advisory’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
-2,000
Closed -$10K – 213
2022
Q3 		$10K Hold
2,000
– – ﹤0.01% 197
2022
Q2 		$18K Buy
+2,000
New +$22.9K ﹤0.01% 191
2019
Q4 		– Sell
-400
Closed -$19K – 173
2019
Q3 		$19K Buy
+400
New +$24.1K ﹤0.01% 157
2019
Q2 		– Sell
-1,000
Closed -$72K – 165
2019
Q1 		$72K Buy
+1,000
New +$28.5K 0.02% 154

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

Cornerstone Advisory's CFMS Position: Q4 2022 in Review

Cornerstone Advisory sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 2,000 shares — an estimated $10K sold.

Cornerstone Advisory first reported a position in CFMS in Q1 2019 and held it in 4 quarters. The position peaked at $72K in Q1 2019. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

  • Cornerstone Advisory reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 2,000 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $10K.
  • Cornerstone Advisory first reported a position in Conformis, Inc. Common Stock in Q1 2019 and held it in 4 quarters.
  • Cornerstone Advisory's Conformis, Inc. Common Stock position peaked at $72K in Q1 2019.
  • 35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on Cornerstone Advisory's 13F filing for Q4 2022, filed 13 Feb 2023.