IWMPD
CGNX icon

Integrated Wealth Management (Palm Desert)’s Cognex CGNX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-88
Closed -$2K – 1364
2015
Q1 		$2K Buy
+88
New +$1.87K ﹤0.01% 1079

Other funds holding CGNX

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CGNX Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Cognex (CGNX) in Q2 2015, closing a stake of 88 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CGNX in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 265 funds tracked by Wall St. Rank hold CGNX as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Cognex position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 88 Cognex shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Cognex in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Cognex position peaked at $2K in Q1 2015.
  • 265 funds tracked by Wall St. Rank held Cognex as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.