RPWA
CFMS

Regent Peak Wealth Advisors’s Conformis, Inc. Common Stock CFMS Stock Holding History

Regent Peak Wealth Advisors’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
-410
Closed -$1K – 168
2022
Q3 		$1K Hold
410
– – ﹤0.01% 147
2022
Q2 		$3K Hold
410
– – ﹤0.01% 155
2022
Q1 		$6K Hold
410
– – ﹤0.01% 162
2021
Q4 		$8K Hold
410
– – ﹤0.01% 167
2021
Q3 		$14K Hold
410
– – ﹤0.01% 168
2021
Q2 		$15K Buy
+410
New +$9.68K ﹤0.01% 168

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

Regent Peak Wealth Advisors's CFMS Position: Q4 2022 in Review

Regent Peak Wealth Advisors sold out of Conformis, Inc. Common Stock (CFMS) in Q4 2022, closing a stake of 410 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in CFMS in Q2 2021 and held it in 6 quarters. The position peaked at $15K in Q2 2021. 35 funds tracked by Wall St. Rank hold CFMS as of Q4 2022.

  • Regent Peak Wealth Advisors reported no remaining Conformis, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 410 Conformis, Inc. Common Stock shares in Q4 2022, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Conformis, Inc. Common Stock in Q2 2021 and held it in 6 quarters.
  • Regent Peak Wealth Advisors's Conformis, Inc. Common Stock position peaked at $15K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q4 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.