King Wealth Management Group’s Conformis, Inc. Common Stock CFMS Stock Holding History

King Wealth Management 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	-1,000	Closed	-$5K	–	159
2022 Q3	$5K	Hold	1,000	–	–	﹤0.01%	152
2022 Q2	$9K	Hold	1,000	–	–	﹤0.01%	161
2022 Q1	$16K	Hold	1,000	–	–	﹤0.01%	171
2021 Q4	$19K	Hold	1,000	–	–	﹤0.01%	173
2021 Q3	$33K	Hold	1,000	–	–	0.01%	171
2021 Q2	$29K	Hold	1,000	–	–	0.01%	171
2021 Q1	$25K	Buy	1,000 +600	+150%	+$16.2K	0.01%	160
2020 Q4	$7K	Hold	400	–	–	﹤0.01%	154
2020 Q3	$8K	Hold	400	–	–	﹤0.01%	159
2020 Q2	$8K	Hold	400	–	–	﹤0.01%	153
2020 Q1	$6K	Hold	400	–	–	﹤0.01%	136
2019 Q4	$15K	Hold	400	–	–	﹤0.01%	142
2019 Q3	$19K	Hold	400	–	–	0.01%	143
2019 Q2	$44K	Sell	400 -816	-67%	-$67.2K	0.01%	136
2019 Q1	$88K	Hold	1,216	–	–	0.03%	135
2018 Q4	$11K	Buy	+1,216	New	+$20.5K	﹤0.01%	128

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

King Wealth Management Group's CFMS Position: Q4 2022 in Review

King Wealth Management Group sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 1,000 shares — an estimated $5K sold.

King Wealth Management Group first reported a position in CFMS in Q4 2018 and held it in 16 quarters. The position peaked at $88K in Q1 2019. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

King Wealth Management Group reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
King Wealth Management Group sold 1,000 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $5K.
King Wealth Management Group first reported a position in Conformis, Inc. Common Stock in Q4 2018 and held it in 16 quarters.
King Wealth Management Group's Conformis, Inc. Common Stock position peaked at $88K in Q1 2019.
35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on King Wealth Management Group's 13F filing for Q4 2022, filed 9 Feb 2023.