SWM
CFMS

Spire Wealth Management’s Conformis, Inc. Common Stock CFMS Stock Holding History

Spire Wealth 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
Q1 		– Sell
-520
Closed -$10K – 2980
2021
Q4 		$10K Sell
520
-760
-59% -$19.5K ﹤0.01% 2401
2021
Q3 		$43K Buy
+1,280
New +$45.1K ﹤0.01% 1540

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Spire Wealth Management's CFMS Position: Q1 2022 in Review

Spire Wealth Management sold out of Conformis, Inc. Common Stock (CFMS) in Q1 2022, closing a stake of 520 shares — an estimated $10K sold.

Spire Wealth Management first reported a position in CFMS in Q3 2021 and held it in 2 quarters. The position peaked at $43K in Q3 2021. 85 funds tracked by Wall St. Rank hold CFMS as of Q1 2022.

  • Spire Wealth Management reported no remaining Conformis, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 520 Conformis, Inc. Common Stock shares in Q1 2022, an estimated $10K.
  • Spire Wealth Management first reported a position in Conformis, Inc. Common Stock in Q3 2021 and held it in 2 quarters.
  • Spire Wealth Management's Conformis, Inc. Common Stock position peaked at $43K in Q3 2021.
  • 85 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.