I
CFMS

INVST’s Conformis, Inc. Common Stock CFMS Stock Holding History

INVST’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
-4,000
Closed -$18K – 188
2022
Q3 		$18K Hold
4,000
– – ﹤0.01% 169
2022
Q2 		$30K Hold
4,000
– – ﹤0.01% 179
2022
Q1 		$43K Hold
4,000
– – 0.01% 185
2021
Q4 		$59K Hold
4,000
– – 0.01% 179
2021
Q3 		$133K Hold
4,000
– – 0.02% 189
2021
Q2 		$113K Hold
4,000
– – 0.02% 190
2021
Q1 		$93K Buy
+4,000
New +$108K 0.02% 193

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

INVST's CFMS Position: Q4 2022 in Review

INVST sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 4,000 shares — an estimated $18K sold.

INVST first reported a position in CFMS in Q1 2021 and held it in 7 quarters. The position peaked at $133K in Q3 2021. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

  • INVST reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • INVST sold 4,000 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $18K.
  • INVST first reported a position in Conformis, Inc. Common Stock in Q1 2021 and held it in 7 quarters.
  • INVST's Conformis, Inc. Common Stock position peaked at $133K in Q3 2021.
  • 35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on INVST's 13F filing for Q4 2022, filed 1 Feb 2023.