EFG
CFMS

Everhart Financial Group’s Conformis, Inc. Common Stock CFMS Stock Holding History

Everhart Financial Group’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
-400
Closed -$2K – 230
2022
Q3 		$2K Hold
400
– – ﹤0.01% 202
2022
Q2 		$4K Hold
400
– – ﹤0.01% 187
2022
Q1 		$6K Buy
+400
New +$6.57K ﹤0.01% 132
2021
Q4 		– Sell
-400
Closed -$13K – 113
2021
Q3 		$13K Hold
400
– – 0.01% 101
2021
Q2 		$12K Hold
400
– – 0.01% 95
2021
Q1 		$10K Hold
400
– – 0.01% 83
2020
Q4 		$7K Buy
+400
New +$6.9K 0.01% 80

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

Everhart Financial Group's CFMS Position: Q4 2022 in Review

Everhart Financial Group sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 400 shares — an estimated $2K sold.

Everhart Financial Group first reported a position in CFMS in Q4 2020 and held it in 7 quarters. The position peaked at $13K in Q3 2021. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

  • Everhart Financial Group reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Everhart Financial Group sold 400 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $2K.
  • Everhart Financial Group first reported a position in Conformis, Inc. Common Stock in Q4 2020 and held it in 7 quarters.
  • Everhart Financial Group's Conformis, Inc. Common Stock position peaked at $13K in Q3 2021.
  • 35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on Everhart Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.