VCIM
CFMS

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

Velan Capital 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
2023
Q1 		– Sell
-206,256
Closed -$685K – 41
2022
Q4 		$685K Hold
206,256
– – 0.6% 25
2022
Q3 		$986K Hold
206,256
– – 0.98% 18
2022
Q2 		$1.82M Buy
206,256
+20,476
+11% +$234K 1.85% 12
2022
Q1 		$2.9M Buy
185,780
+19,116
+11% +$314K 2.69% 12
2021
Q4 		$3.17M Buy
+166,664
New +$4.27M 2.46% 13

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 $177M AUM 91.13% 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 $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Velan Capital Investment Management's CFMS Position: Q1 2023 in Review

Velan Capital Investment Management sold out of Conformis, Inc. Common Stock (CFMS) in Q1 2023, closing a stake of 206,256 shares — an estimated $685K sold.

Velan Capital Investment Management first reported a position in CFMS in Q4 2021 and held it in 5 quarters. The position peaked at $3.17M in Q4 2021. 33 funds tracked by Wall St. Rank hold CFMS as of Q1 2023.

  • Velan Capital Investment Management reported no remaining Conformis, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Velan Capital Investment Management sold 206,256 Conformis, Inc. Common Stock shares in Q1 2023, an estimated $685K.
  • Velan Capital Investment Management first reported a position in Conformis, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
  • Velan Capital Investment Management's Conformis, Inc. Common Stock position peaked at $3.17M in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q1 2023.

Based on Velan Capital Investment Management's 13F filing for Q1 2023, filed 15 May 2023.