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Holistic Financial Partners’s Cognex CGNX Stock Holding History

Holistic Financial 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
Q2 		– Sell
-954
Closed -$50K – 90
2018
Q1 		$50K Sell
954
-156
-14% -$9.22K 0.04% 197
2017
Q4 		$68K Buy
+1,110
New +$70.7K 0.06% 157

Other funds holding CGNX

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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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Holistic Financial Partners's CGNX Position: Q2 2018 in Review

Holistic Financial Partners sold out of Cognex (CGNX) in Q2 2018, closing a stake of 954 shares — an estimated $50K sold.

Holistic Financial Partners first reported a position in CGNX in Q4 2017 and held it in 2 quarters. The position peaked at $68K in Q4 2017. 414 funds tracked by Wall St. Rank hold CGNX as of Q2 2018.

  • Holistic Financial Partners reported no remaining Cognex position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 954 Cognex shares in Q2 2018, an estimated $50K.
  • Holistic Financial Partners first reported a position in Cognex in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Cognex position peaked at $68K in Q4 2017.
  • 414 funds tracked by Wall St. Rank held Cognex as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.