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Heritage Wealth Management (Arizona)’s Cognex CGNX Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$16K Buy
340
+170
+100% +$7.96K ﹤0.01% 713
2022
Q3 		$7K Hold
170
– – ﹤0.01% 704
2022
Q2 		$7.23K Hold
170
– – ﹤0.01% 717
2022
Q1 		$13K Buy
+170
New +$11.6K ﹤0.01% 670
2021
Q3 		$14K Hold
170
– – 0.01% 604
2021
Q2 		$14K Hold
170
– – 0.01% 608
2021
Q1 		$14K Buy
+170
New +$14.2K 0.01% 529

Other funds holding CGNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CGNX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Cognex (CGNX) stake by 100% in Q4 2022, buying an estimated $7.96K and bringing the position to 340 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Heritage Wealth Management (Arizona) first reported a position in CGNX in Q1 2021 and has held it in 7 quarters since. 484 funds tracked by Wall St. Rank hold CGNX as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 340 shares of Cognex worth $16K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 170 Cognex shares in Q4 2022, an estimated $7.96K.
  • Cognex made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #713 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Cognex in Q1 2021 and has held it in 7 quarters since.
  • 484 funds tracked by Wall St. Rank held Cognex as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.