Joseph P. Lucia & Associates’s Conformis, Inc. Common Stock CFMS Stock Holding History

Joseph P. Lucia & Associates’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	–	117
2022 Q3	$2K	Hold	400	–	–	﹤0.01%	107
2022 Q2	$4K	Hold	400	–	–	﹤0.01%	365
2022 Q1	$6K	Hold	400	–	–	﹤0.01%	354
2021 Q4	$8K	Hold	400	–	–	0.01%	127
2021 Q3	$13K	Hold	400	–	–	0.01%	356
2021 Q2	$12K	Hold	400	–	–	0.01%	374
2021 Q1	$10K	Hold	400	–	–	﹤0.01%	363
2020 Q4	$7K	Sell	400 -24	-6%	-$414	﹤0.01%	371
2020 Q3	$9K	Hold	424	–	–	0.01%	94
2020 Q2	$9K	Hold	424	–	–	0.01%	330
2020 Q1	$7K	Buy	424 +24	+6%	+$587	0.01%	321
2019 Q4	$15K	Hold	400	–	–	0.01%	278
2019 Q3	$19K	Hold	400	–	–	0.02%	252
2019 Q2	$44K	Sell	400 -3,641	-90%	-$300K	0.05%	184
2019 Q1	$45.1K	Buy	+4,041	New	+$115K	3.36%	7

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 $3.62B AUM 24.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Joseph P. Lucia & Associates's CFMS Position: Q4 2022 in Review

Joseph P. Lucia & Associates sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 400 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in CFMS in Q1 2019 and held it in 15 quarters. The position peaked at $45.1K in Q1 2019. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

Joseph P. Lucia & Associates reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 400 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $2K.
Joseph P. Lucia & Associates first reported a position in Conformis, Inc. Common Stock in Q1 2019 and held it in 15 quarters.
Joseph P. Lucia & Associates's Conformis, Inc. Common Stock position peaked at $45.1K in Q1 2019.
35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2022, filed 13 Feb 2023.