LWM Advisory Services’s Cognex CGNX Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-200	Closed	-$8.5K	–	94
2023 Q3	$8.5K	Buy	+200	New	+$9.84K	0.01%	133

Other funds holding CGNX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

LWM Advisory Services's CGNX Position: Q4 2023 in Review

LWM Advisory Services sold out of Cognex (CGNX) in Q4 2023, closing a stake of 200 shares — an estimated $8.5K sold.

LWM Advisory Services first reported a position in CGNX in Q3 2023 and held it in 1 quarter. The position peaked at $8.5K in Q3 2023. 453 funds tracked by Wall St. Rank hold CGNX as of Q4 2023.

LWM Advisory Services reported no remaining Cognex position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 200 Cognex shares in Q4 2023, an estimated $8.5K.
LWM Advisory Services first reported a position in Cognex in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's Cognex position peaked at $8.5K in Q3 2023.
453 funds tracked by Wall St. Rank held Cognex as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.