Everett Harris & Co’s Conformis, Inc. Common Stock CFMS Stock Holding History

Everett Harris & Co’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	-1,520	Closed	-$7K	–	273
2022 Q3	$7K	Hold	1,520	–	–	﹤0.01%	257
2022 Q2	$13K	Hold	1,520	–	–	﹤0.01%	261
2022 Q1	$24K	Hold	1,520	–	–	﹤0.01%	267
2021 Q4	$29K	Hold	1,520	–	–	﹤0.01%	267
2021 Q3	$51K	Hold	1,520	–	–	﹤0.01%	264
2021 Q2	$44K	Hold	1,520	–	–	﹤0.01%	263
2021 Q1	$38K	Hold	1,520	–	–	﹤0.01%	257
2020 Q4	$25K	Buy	1,520 +600	+65%	+$10.4K	﹤0.01%	253
2020 Q3	$19K	Hold	920	–	–	﹤0.01%	245
2020 Q2	$19K	Hold	920	–	–	﹤0.01%	239
2020 Q1	$14K	Buy	+920	New	+$22.5K	﹤0.01%	221

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

Everett Harris & Co's CFMS Position: Q4 2022 in Review

Everett Harris & Co sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 1,520 shares — an estimated $7K sold.

Everett Harris & Co first reported a position in CFMS in Q1 2020 and held it in 11 quarters. The position peaked at $51K in Q3 2021. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

Everett Harris & Co reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Everett Harris & Co sold 1,520 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $7K.
Everett Harris & Co first reported a position in Conformis, Inc. Common Stock in Q1 2020 and held it in 11 quarters.
Everett Harris & Co's Conformis, Inc. Common Stock position peaked at $51K in Q3 2021.
35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on Everett Harris & Co's 13F filing for Q4 2022, filed 20 Jan 2023.