CWS Financial Advisors’s Cognex CGNX Stock Holding History

CWS Financial Advisors’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
2023 Q1	–	Sell	-5,019	Closed	-$417K	–	148
2022 Q4	$417K	Buy	+5,019	New	+$235K	0.18%	86
2022 Q3	–	Sell	-3,435	Closed	-$146K	–	143
2022 Q2	$146K	Hold	3,435	–	–	0.07%	144
2022 Q1	$265K	Hold	3,435	–	–	0.1%	125
2021 Q4	$267K	Buy	+3,435	New	+$277K	0.09%	130
2021 Q2	$336K	Sell	4,000 -1,019	-20%	-$82.4K	0.13%	107
2021 Q1	$417K	Hold	5,019	–	–	0.18%	86
2020 Q4	$403K	Hold	5,019	–	–	0.23%	81
2020 Q3	$327K	Hold	5,019	–	–	0.22%	88
2020 Q2	$300K	Buy	+5,019	New	+$273K	0.22%	96

Other funds holding CGNX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CWS Financial Advisors's CGNX Position: Q1 2023 in Review

CWS Financial Advisors sold out of Cognex (CGNX) in Q1 2023, closing a stake of 5,019 shares — an estimated $417K sold.

CWS Financial Advisors first reported a position in CGNX in Q2 2020 and held it in 9 quarters. The position peaked at $417K in Q4 2022. 483 funds tracked by Wall St. Rank hold CGNX as of Q1 2023.

CWS Financial Advisors reported no remaining Cognex position as of Q1 2023 after selling out during the quarter.
CWS Financial Advisors sold 5,019 Cognex shares in Q1 2023, an estimated $417K.
CWS Financial Advisors first reported a position in Cognex in Q2 2020 and held it in 9 quarters.
CWS Financial Advisors's Cognex position peaked at $417K in Q4 2022.
483 funds tracked by Wall St. Rank held Cognex as of Q1 2023.

Based on CWS Financial Advisors's 13F filing for Q1 2023, filed 9 May 2023.