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1900 Wealth Management’s IPG Photonics IPGP Stock Holding History

1900 Wealth Management’s Portfolio IPGP Stock Details IPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,993
Closed -$433K – 261
2023
Q4 		$433K Hold
3,993
– – 0.04% 209
2023
Q3 		$405K Buy
+3,993
New +$451K 0.04% 207

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

1900 Wealth Management's IPGP Position: Q1 2024 in Review

1900 Wealth Management sold out of IPG Photonics (IPGP) in Q1 2024, closing a stake of 3,993 shares — an estimated $433K sold.

1900 Wealth Management first reported a position in IPGP in Q3 2023 and held it in 2 quarters. The position peaked at $433K in Q4 2023. 312 funds tracked by Wall St. Rank hold IPGP as of Q1 2024.

  • 1900 Wealth Management reported no remaining IPG Photonics position as of Q1 2024 after selling out during the quarter.
  • 1900 Wealth Management sold 3,993 IPG Photonics shares in Q1 2024, an estimated $433K.
  • 1900 Wealth Management first reported a position in IPG Photonics in Q3 2023 and held it in 2 quarters.
  • 1900 Wealth Management's IPG Photonics position peaked at $433K in Q4 2023.
  • 312 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2024.

Based on 1900 Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.