RIM
CFMS

Rockbridge Investment Management’s Conformis, Inc. Common Stock CFMS Stock Holding History

Rockbridge Investment 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
Q3 		– Sell
-84
Closed -$741 – 638
2022
Q2 		$741 Hold
84
– – ﹤0.01% 592
2022
Q1 		$1.34K Hold
84
– – ﹤0.01% 718
2021
Q4 		$2K Hold
84
– – ﹤0.01% 744
2021
Q3 		$3K Hold
84
– – ﹤0.01% 661
2021
Q2 		$2K Hold
84
– – ﹤0.01% 690
2021
Q1 		$2K Hold
84
– – ﹤0.01% 672
2020
Q4 		$1K Hold
84
– – ﹤0.01% 677
2020
Q3 		$2K Hold
84
– – ﹤0.01% 600
2020
Q2 		$2K Buy
+84
New +$1.76K ﹤0.01% 577

Other funds holding CFMS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GPCM
Granite Point Capital Management Boston, Massachusetts $4.9M AUM 38.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Rockbridge Investment Management's CFMS Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Conformis, Inc. Common Stock (CFMS) in Q3 2022, closing a stake of 84 shares — an estimated $741 sold.

Rockbridge Investment Management first reported a position in CFMS in Q2 2020 and held it in 9 quarters. The position peaked at $3K in Q3 2021. 69 funds tracked by Wall St. Rank hold CFMS as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Conformis, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 84 Conformis, Inc. Common Stock shares in Q3 2022, an estimated $741.
  • Rockbridge Investment Management first reported a position in Conformis, Inc. Common Stock in Q2 2020 and held it in 9 quarters.
  • Rockbridge Investment Management's Conformis, Inc. Common Stock position peaked at $3K in Q3 2021.
  • 69 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.