Creative Planning
CFMS

Creative Planning’s Conformis, Inc. Common Stock CFMS Stock Holding History

Creative Planning’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
-595
Closed -$3K – 2654
2022
Q3 		$3K Hold
595
– – ﹤0.01% 2281
2022
Q2 		$5K Hold
595
– – ﹤0.01% 2230
2022
Q1 		$9K Hold
595
– – ﹤0.01% 2207
2021
Q4 		$11K Hold
595
– – ﹤0.01% 2054
2021
Q3 		$20K Hold
595
– – ﹤0.01% 2047
2021
Q2 		$17K Sell
595
-4,868
-89% -$115K ﹤0.01% 1992
2021
Q1 		$135K Buy
5,463
+800
+17% +$21.6K ﹤0.01% 2188
2020
Q4 		$77K Sell
4,663
-119
-2% -$2.05K ﹤0.01% 2057
2020
Q3 		$100K Buy
4,782
+474
+11% +$9.05K ﹤0.01% 1825
2020
Q2 		$88K Buy
4,308
+200
+5% +$4.18K ﹤0.01% 1685
2020
Q1 		$65K Hold
4,108
– – ﹤0.01% 1602
2019
Q4 		$154K Sell
4,108
-842
-17% -$39.9K ﹤0.01% 1694
2019
Q3 		$230K Buy
4,950
+2,393
+94% +$144K ﹤0.01% 1518
2019
Q2 		$279K Sell
2,557
-2,120
-45% -$175K ﹤0.01% 1420
2019
Q1 		$337K Buy
4,677
+2,677
+134% +$76.3K ﹤0.01% 1271
2018
Q4 		$18K Hold
2,000
– – ﹤0.01% 1797
2018
Q3 		$53K Hold
2,000
– – ﹤0.01% 1871
2018
Q2 		$63K Buy
2,000
+200
+11% +$6.91K ﹤0.01% 1830
2018
Q1 		$65K Buy
1,800
+400
+29% +$16.8K ﹤0.01% 1800
2017
Q4 		$83K Buy
1,400
+400
+40% +$32K ﹤0.01% 1748
2017
Q3 		$88K Hold
1,000
– – ﹤0.01% 1731
2017
Q2 		$107K Sell
1,000
-808
-45% -$97K ﹤0.01% 1943
2017
Q1 		$236K Buy
+1,808
New +$306K ﹤0.01% 1397

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

Creative Planning's CFMS Position: Q4 2022 in Review

Creative Planning sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 595 shares — an estimated $3K sold.

Creative Planning first reported a position in CFMS in Q1 2017 and held it in 23 quarters. The position peaked at $337K in Q1 2019. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

  • Creative Planning reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Creative Planning sold 595 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $3K.
  • Creative Planning first reported a position in Conformis, Inc. Common Stock in Q1 2017 and held it in 23 quarters.
  • Creative Planning's Conformis, Inc. Common Stock position peaked at $337K in Q1 2019.
  • 35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.