Parsons Capital Management’s Conformis, Inc. Common Stock CFMS Stock Holding History

Parsons Capital Management’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	–	431
2022 Q3	$2K	Hold	400	–	–	﹤0.01%	413
2022 Q2	$4K	Hold	400	–	–	﹤0.01%	409
2022 Q1	$6K	Hold	400	–	–	﹤0.01%	424
2021 Q4	$8K	Hold	400	–	–	﹤0.01%	437
2021 Q3	$13K	Hold	400	–	–	﹤0.01%	421
2021 Q2	$12K	Hold	400	–	–	﹤0.01%	422
2021 Q1	$10K	Hold	400	–	–	﹤0.01%	408
2020 Q4	$7K	Hold	400	–	–	﹤0.01%	375
2020 Q3	$8K	Hold	400	–	–	﹤0.01%	350
2020 Q2	$8K	Sell	400 -40	-9%	-$836	﹤0.01%	332
2020 Q1	$7K	Hold	440	–	–	﹤0.01%	313
2019 Q4	$17K	Hold	440	–	–	﹤0.01%	346
2019 Q3	$20K	Hold	440	–	–	﹤0.01%	341
2019 Q2	$48K	Hold	440	–	–	0.01%	346
2019 Q1	$32K	Hold	440	–	–	﹤0.01%	341
2018 Q4	$4K	Hold	440	–	–	﹤0.01%	331
2018 Q3	$12K	Sell	440 -400	-48%	-$10.9K	﹤0.01%	355
2018 Q2	$26K	Hold	840	–	–	﹤0.01%	353
2018 Q1	$30K	Buy	840 +400	+91%	+$16.8K	﹤0.01%	351
2017 Q4	$26K	Sell	440 -280	-39%	-$22.4K	﹤0.01%	360
2017 Q3	$63K	Buy	720 +160	+29%	+$15.8K	0.01%	354
2017 Q2	$60K	Buy	+560	New	+$67.2K	0.01%	347

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

Parsons Capital Management's CFMS Position: Q4 2022 in Review

Parsons Capital Management sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 400 shares — an estimated $2K sold.

Parsons Capital Management first reported a position in CFMS in Q2 2017 and held it in 22 quarters. The position peaked at $63K in Q3 2017. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

Parsons Capital Management reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Parsons Capital Management sold 400 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $2K.
Parsons Capital Management first reported a position in Conformis, Inc. Common Stock in Q2 2017 and held it in 22 quarters.
Parsons Capital Management's Conformis, Inc. Common Stock position peaked at $63K in Q3 2017.
35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on Parsons Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.