LSPW
CFMS

Lake Street Private Wealth’s Conformis, Inc. Common Stock CFMS Stock Holding History

Lake Street Private Wealth’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
-1,600
Closed -$8K – 307
2022
Q3 		$8K Sell
1,600
-40
-2% -$278 ﹤0.01% 278
2022
Q2 		$15K Hold
1,640
– – ﹤0.01% 291
2022
Q1 		$26K Hold
1,640
– – ﹤0.01% 309
2021
Q4 		$31K Buy
+1,640
New +$42K 0.01% 324

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 $3.62B AUM 24.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lake Street Private Wealth's CFMS Position: Q4 2022 in Review

Lake Street Private Wealth sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 1,600 shares — an estimated $8K sold.

Lake Street Private Wealth first reported a position in CFMS in Q4 2021 and held it in 4 quarters. The position peaked at $31K in Q4 2021. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

  • Lake Street Private Wealth reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 1,600 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $8K.
  • Lake Street Private Wealth first reported a position in Conformis, Inc. Common Stock in Q4 2021 and held it in 4 quarters.
  • Lake Street Private Wealth's Conformis, Inc. Common Stock position peaked at $31K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on Lake Street Private Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.