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Kingsview Wealth Management’s Cognex CGNX Stock Holding History

Kingsview 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
2018
Q1 		– Sell
-4,357
Closed -$267K – 373
2017
Q4 		$267K Buy
4,357
+463
+12% +$29.5K 0.1% 257
2017
Q3 		$215K Buy
+3,894
New +$198K 0.09% 256

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return

Kingsview Wealth Management's CGNX Position: Q1 2018 in Review

Kingsview Wealth Management sold out of Cognex (CGNX) in Q1 2018, closing a stake of 4,357 shares — an estimated $267K sold.

Kingsview Wealth Management first reported a position in CGNX in Q3 2017 and held it in 2 quarters. The position peaked at $267K in Q4 2017. 444 funds tracked by Wall St. Rank hold CGNX as of Q1 2018.

  • Kingsview Wealth Management reported no remaining Cognex position as of Q1 2018 after selling out during the quarter.
  • Kingsview Wealth Management sold 4,357 Cognex shares in Q1 2018, an estimated $267K.
  • Kingsview Wealth Management first reported a position in Cognex in Q3 2017 and held it in 2 quarters.
  • Kingsview Wealth Management's Cognex position peaked at $267K in Q4 2017.
  • 444 funds tracked by Wall St. Rank held Cognex as of Q1 2018.

Based on Kingsview Wealth Management's 13F filing for Q1 2018, filed 29 Jan 2020.