Founders Financial Securities’s Conformis, Inc. Common Stock CFMS Stock Holding History

Founders Financial Securities’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	–	337
2022 Q3	$2K	Hold	400	–	–	﹤0.01%	304
2022 Q2	$4K	Buy	+400	New	+$4.57K	﹤0.01%	262
2022 Q1	–	Sell	-400	Closed	-$8K	–	291
2021 Q4	$8K	Hold	400	–	–	﹤0.01%	259
2021 Q3	$13K	Buy	+400	New	+$14.1K	﹤0.01%	257
2019 Q4	–	Sell	-400	Closed	-$19K	–	152
2019 Q3	$19K	Hold	400	–	–	0.01%	130
2019 Q2	$44K	Hold	400	–	–	0.01%	112
2019 Q1	$29K	Sell	400 -400	-50%	-$11.4K	0.01%	112
2018 Q4	$7K	Buy	+800	New	+$13.5K	﹤0.01%	100

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

Founders Financial Securities's CFMS Position: Q4 2022 in Review

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

Founders Financial Securities first reported a position in CFMS in Q4 2018 and held it in 8 quarters. The position peaked at $44K in Q2 2019. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

Founders Financial Securities reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Founders Financial Securities sold 400 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $2K.
Founders Financial Securities first reported a position in Conformis, Inc. Common Stock in Q4 2018 and held it in 8 quarters.
Founders Financial Securities's Conformis, Inc. Common Stock position peaked at $44K in Q2 2019.
35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on Founders Financial Securities's 13F filing for Q4 2022, filed 8 Feb 2023.