LPL Financial
CFMS

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

LPL Financial’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
-1,026
Closed -$5K – 4633
2022
Q3 		$5K Hold
1,026
– – ﹤0.01% 4398
2022
Q2 		$9K Hold
1,026
– – ﹤0.01% 4390
2022
Q1 		$16K Buy
1,026
+120
+13% +$1.97K ﹤0.01% 4135
2021
Q4 		$17K Sell
906
-60
-6% -$1.54K ﹤0.01% 4299
2021
Q3 		$32K Buy
966
+112
+13% +$3.95K ﹤0.01% 4263
2021
Q2 		$25K Hold
854
– – ﹤0.01% 4185
2021
Q1 		$21K Hold
854
– – ﹤0.01% 4047
2020
Q4 		$14K Buy
854
+120
+16% +$2.07K ﹤0.01% 3793
2020
Q3 		$15K Hold
734
– – ﹤0.01% 3520
2020
Q2 		$15K Hold
734
– – ﹤0.01% 3433
2020
Q1 		$12K Sell
734
-18
-2% -$440 ﹤0.01% 3171
2019
Q4 		$28K Buy
752
+108
+17% +$5.12K ﹤0.01% 3296
2019
Q3 		$30K Sell
644
-26
-4% -$1.56K ﹤0.01% 3236
2019
Q2 		$73K Buy
670
+266
+66% +$21.9K ﹤0.01% 3180
2019
Q1 		$29K Buy
+404
New +$11.5K ﹤0.01% 3148
2016
Q2 		– Sell
-546
Closed -$145K – 3057
2016
Q1 		$145K Buy
+546
New +$144K ﹤0.01% 2876

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

LPL Financial's CFMS Position: Q4 2022 in Review

LPL Financial sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 1,026 shares — an estimated $5K sold.

LPL Financial first reported a position in CFMS in Q1 2016 and held it in 16 quarters. The position peaked at $145K in Q1 2016. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

  • LPL Financial reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • LPL Financial sold 1,026 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $5K.
  • LPL Financial first reported a position in Conformis, Inc. Common Stock in Q1 2016 and held it in 16 quarters.
  • LPL Financial's Conformis, Inc. Common Stock position peaked at $145K in Q1 2016.
  • 35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.