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Avantax Planning Partners’s Cognex CGNX Stock Holding History

Avantax Planning Partners’s Portfolio CGNX Stock Details CGNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-269
Closed -$15K – 432
2018
Q3 		$15K Buy
+269
New +$13.8K ﹤0.01% 771
2018
Q2 		– Sell
-443
Closed -$23K – 442
2018
Q1 		$23K Buy
+443
New +$26.2K ﹤0.01% 722

Other funds holding CGNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Avantax Planning Partners's CGNX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Cognex (CGNX) in Q4 2018, closing a stake of 269 shares — an estimated $15K sold.

Avantax Planning Partners first reported a position in CGNX in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 395 funds tracked by Wall St. Rank hold CGNX as of Q4 2018.

  • Avantax Planning Partners reported no remaining Cognex position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 269 Cognex shares in Q4 2018, an estimated $15K.
  • Avantax Planning Partners first reported a position in Cognex in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Cognex position peaked at $23K in Q1 2018.
  • 395 funds tracked by Wall St. Rank held Cognex as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.