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Advisor Partners II’s IPG Photonics IPGP Stock Holding History

Advisor Partners II’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
2023
Q3 		$215K Buy
2,114
+33
+2% +$3.72K 0.01% 1136
2023
Q2 		$283K Buy
2,081
+8
+0.4% +$943 0.01% 822
2023
Q1 		$256K Buy
+2,073
New +$240K 0.01% 815

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Advisor Partners II's IPGP Position: Q3 2023 in Review

Advisor Partners II increased its IPG Photonics (IPGP) stake by 1.6% in Q3 2023, buying an estimated $3.72K and bringing the position to 2,114 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #1136.

Advisor Partners II first reported a position in IPGP in Q1 2023 and has held it in 3 quarters since. The position peaked at $283K in Q2 2023. 303 funds tracked by Wall St. Rank hold IPGP as of Q3 2023.

  • Advisor Partners II held 2,114 shares of IPG Photonics worth $215K as of Q3 2023.
  • Advisor Partners II bought 33 IPG Photonics shares in Q3 2023, an estimated $3.72K.
  • IPG Photonics made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1136 holding.
  • Advisor Partners II first reported a position in IPG Photonics in Q1 2023 and has held it in 3 quarters since.
  • Advisor Partners II's IPG Photonics position peaked at $283K in Q2 2023.
  • 303 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.