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JP Morgan Private Wealth Advisors’s Cognex CGNX Stock Holding History

JP Morgan Private Wealth 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
Q3 		$595K Sell
14,020
-2,140
-13% -$105K ﹤0.01% 1172
2023
Q2 		$905K Sell
16,160
-2,683
-14% -$139K ﹤0.01% 796
2023
Q1 		$934K Buy
18,843
+280
+2% +$14.2K ﹤0.01% 1189
2022
Q4 		$875K Buy
18,563
+620
+3% +$29.1K ﹤0.01% 1206
2022
Q3 		$744K Sell
17,943
-266
-1% -$12K ﹤0.01% 1282
2022
Q2 		$774K Sell
18,209
-4,510
-20% -$253K ﹤0.01% 1261
2022
Q1 		$1.75M Sell
22,719
-7,809
-26% -$535K ﹤0.01% 957
2021
Q4 		$2.37M Sell
30,528
-2,774
-8% -$224K 0.01% 837
2021
Q3 		$2.67M Buy
33,302
+479
+1% +$41.2K 0.01% 782
2021
Q2 		$2.76M Buy
32,823
+18,341
+127% +$1.48M 0.01% 761
2021
Q1 		$1.2M Sell
14,482
-7,701
-35% -$641K ﹤0.01% 960
2020
Q4 		$1.78M Buy
22,183
+10,055
+83% +$731K 0.01% 781
2020
Q3 		$790K Buy
12,128
+2,901
+31% +$187K ﹤0.01% 980
2020
Q2 		$551K Buy
9,227
+727
+9% +$39.5K ﹤0.01% 1047
2020
Q1 		$359K Buy
+8,500
New +$426K ﹤0.01% 1063
2019
Q3 		– Sell
-4,631
Closed -$222K – 1434
2019
Q2 		$222K Sell
4,631
-783
-14% -$37.6K ﹤0.01% 1269
2019
Q1 		$275K Buy
+5,414
New +$259K ﹤0.01% 1248
2018
Q4 		– Sell
-5,418
Closed -$303K – 1468
2018
Q3 		$303K Buy
5,418
+268
+5% +$13.7K ﹤0.01% 1288
2018
Q2 		$229K Buy
5,150
+767
+17% +$36.3K ﹤0.01% 1309
2018
Q1 		$228K Sell
4,383
-8,682
-66% -$513K ﹤0.01% 1144
2017
Q4 		$799K Buy
13,065
+507
+4% +$32.3K 0.01% 721
2017
Q3 		$692K Buy
12,558
+1,050
+9% +$53.3K 0.01% 735
2017
Q2 		$489K Buy
11,508
+1,398
+14% +$62.1K ﹤0.01% 843
2017
Q1 		$424K Sell
10,110
-2,792
-22% -$102K ﹤0.01% 924
2016
Q4 		$410K Buy
12,902
+2,140
+20% +$61.3K ﹤0.01% 877
2016
Q3 		$285K Buy
10,762
+1,302
+14% +$31.2K ﹤0.01% 1010
2016
Q2 		$203K Buy
+9,460
New +$191K ﹤0.01% 1149
2015
Q3 		– Sell
-12,512
Closed -$301K – 1069
2015
Q2 		$301K Buy
12,512
+150
+1% +$3.69K ﹤0.01% 842
2015
Q1 		$307K Buy
+12,362
New +$263K ﹤0.01% 880

Other funds holding CGNX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CGNX Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Cognex (CGNX) stake by 13% in Q3 2023, selling an estimated $105K and leaving 14,020 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

JP Morgan Private Wealth Advisors first reported a position in CGNX in Q1 2015 and has held it in 29 quarters since. The position peaked at $2.76M in Q2 2021. 465 funds tracked by Wall St. Rank hold CGNX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,020 shares of Cognex worth $595K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,140 Cognex shares in Q3 2023, an estimated $105K.
  • Cognex made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1172 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Cognex in Q1 2015 and has held it in 29 quarters since.
  • JP Morgan Private Wealth Advisors's Cognex position peaked at $2.76M in Q2 2021.
  • 465 funds tracked by Wall St. Rank held Cognex as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.