Wealthcare Advisory Partners’s Conformis, Inc. Common Stock CFMS Stock Holding History

Wealthcare Advisory Partners’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
2021 Q3	–	Sell	-400	Closed	-$12K	–	589
2021 Q2	$12K	Hold	400	–	–	﹤0.01%	554
2021 Q1	$10K	Hold	400	–	–	﹤0.01%	1469
2020 Q4	$7K	Hold	400	–	–	﹤0.01%	437
2020 Q3	$8K	Hold	400	–	–	﹤0.01%	362
2020 Q2	$8K	Hold	400	–	–	﹤0.01%	321
2020 Q1	$6K	Hold	400	–	–	﹤0.01%	1081
2019 Q4	$15K	Sell	400 -120	-23%	-$5.69K	﹤0.01%	849
2019 Q3	$24K	Hold	520	–	–	﹤0.01%	709
2019 Q2	$57K	Hold	520	–	–	0.01%	479
2019 Q1	$37K	Hold	520	–	–	0.01%	527
2018 Q4	$5K	Hold	520	–	–	﹤0.01%	955
2018 Q3	$14K	Buy	520 +200	+63%	+$5.44K	﹤0.01%	768
2018 Q2	$10K	Hold	320	–	–	﹤0.01%	849
2018 Q1	$12K	Hold	320	–	–	﹤0.01%	701
2017 Q4	$19K	Buy	320 +40	+14%	+$3.2K	﹤0.01%	556
2017 Q3	$25K	Buy	+280	New	+$27.7K	0.01%	397

Other funds holding CFMS

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

GPCM

Granite Point Capital Management Boston, Massachusetts $4.9M AUM 38.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealthcare Advisory Partners's CFMS Position: Q3 2021 in Review

Wealthcare Advisory Partners sold out of Conformis, Inc. Common Stock (CFMS) in Q3 2021, closing a stake of 400 shares — an estimated $12K sold.

Wealthcare Advisory Partners first reported a position in CFMS in Q3 2017 and held it in 16 quarters. The position peaked at $57K in Q2 2019. 80 funds tracked by Wall St. Rank hold CFMS as of Q3 2021.

Wealthcare Advisory Partners reported no remaining Conformis, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 400 Conformis, Inc. Common Stock shares in Q3 2021, an estimated $12K.
Wealthcare Advisory Partners first reported a position in Conformis, Inc. Common Stock in Q3 2017 and held it in 16 quarters.
Wealthcare Advisory Partners's Conformis, Inc. Common Stock position peaked at $57K in Q2 2019.
80 funds tracked by Wall St. Rank held Conformis, Inc. Common Stock as of Q3 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2021, filed 15 Nov 2021.