Institute for Wealth Management’s Cognex CGNX Stock Holding History

Institute for Wealth Management’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 Q2	–	Sell	-4,000	Closed	-$309K	–	535
2022 Q1	$309K	Hold	4,000	–	–	0.05%	419
2021 Q4	$311K	Hold	4,000	–	–	0.05%	369
2021 Q3	$321K	Hold	4,000	–	–	0.06%	357
2021 Q2	$336K	Sell	4,000 -65	-2%	-$5.26K	0.06%	342
2021 Q1	$337K	Hold	4,065	–	–	0.06%	337
2020 Q4	$326K	Buy	4,065 +118	+3%	+$8.58K	0.06%	331
2020 Q3	$257K	Buy	3,947 +107	+3%	+$6.92K	0.06%	348
2020 Q2	$229K	Buy	+3,840	New	+$209K	0.06%	372
2020 Q1	–	Sell	-4,266	Closed	-$239K	–	419
2019 Q4	$239K	Hold	4,266	–	–	0.05%	392
2019 Q3	$210K	Hold	4,266	–	–	0.05%	386
2019 Q2	$205K	Hold	4,266	–	–	0.05%	431
2019 Q1	$217K	Buy	+4,266	New	+$204K	0.05%	397
2018 Q1	–	Sell	-4,490	Closed	-$277K	–	273
2017 Q4	$277K	Buy	+4,490	New	+$286K	0.06%	311

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

BCM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's CGNX Position: Q2 2022 in Review

Institute for Wealth Management sold out of Cognex (CGNX) in Q2 2022, closing a stake of 4,000 shares — an estimated $309K sold.

Institute for Wealth Management first reported a position in CGNX in Q4 2017 and held it in 13 quarters. The position peaked at $337K in Q1 2021. 490 funds tracked by Wall St. Rank hold CGNX as of Q2 2022.

Institute for Wealth Management reported no remaining Cognex position as of Q2 2022 after selling out during the quarter.
Institute for Wealth Management sold 4,000 Cognex shares in Q2 2022, an estimated $309K.
Institute for Wealth Management first reported a position in Cognex in Q4 2017 and held it in 13 quarters.
Institute for Wealth Management's Cognex position peaked at $337K in Q1 2021.
490 funds tracked by Wall St. Rank held Cognex as of Q2 2022.

Based on Institute for Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.