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Polaris Wealth Advisory Group’s Cognex CGNX Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-700
Closed -$39K – 194
2018
Q3 		$39K Buy
+700
New +$35.9K ﹤0.01% 267
2018
Q2 		– Sell
-700
Closed -$36K – 276
2018
Q1 		$36K Buy
+700
New +$41.4K ﹤0.01% 244

Other funds holding CGNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $500M AUM 25.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Polaris Wealth Advisory Group's CGNX Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Cognex (CGNX) in Q4 2018, closing a stake of 700 shares — an estimated $39K sold.

Polaris Wealth Advisory Group first reported a position in CGNX in Q1 2018 and held it in 2 quarters. The position peaked at $39K in Q3 2018. 395 funds tracked by Wall St. Rank hold CGNX as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Cognex position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 700 Cognex shares in Q4 2018, an estimated $39K.
  • Polaris Wealth Advisory Group first reported a position in Cognex in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Cognex position peaked at $39K in Q3 2018.
  • 395 funds tracked by Wall St. Rank held Cognex as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.