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Amplius Wealth Advisors’s IPG Photonics IPGP Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-382
Closed -$65K – 519
2021
Q4 		$65K Buy
+382
New +$63.1K 0.01% 296

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amplius Wealth Advisors's IPGP Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of IPG Photonics (IPGP) in Q1 2022, closing a stake of 382 shares — an estimated $65K sold.

Amplius Wealth Advisors first reported a position in IPGP in Q4 2021 and held it in 1 quarter. The position peaked at $65K in Q4 2021. 373 funds tracked by Wall St. Rank hold IPGP as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining IPG Photonics position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 382 IPG Photonics shares in Q1 2022, an estimated $65K.
  • Amplius Wealth Advisors first reported a position in IPG Photonics in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's IPG Photonics position peaked at $65K in Q4 2021.
  • 373 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.