Ashton Thomas Private Wealth’s IPG Photonics IPGP Stock Holding History

Ashton Thomas Private Wealth’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 Q4	–	Sell	-5,876	Closed	-$437K	–	791
2024 Q3	$437K	Sell	5,876 -29	-0.5%	-$2.17K	0.02%	454
2024 Q2	$498K	Sell	5,905 -250	-4%	-$21.6K	0.03%	417
2024 Q1	$558K	Sell	6,155 -734	-11%	-$69K	0.03%	398
2023 Q4	$748K	Sell	6,889 -1,487	-18%	-$144K	0.05%	344
2023 Q3	$850K	Sell	8,376 -154	-2%	-$17.4K	0.06%	314
2023 Q2	$1.16M	Sell	8,530 -865	-9%	-$102K	0.09%	240
2023 Q1	$1.16M	Buy	9,395 +1,728	+23%	+$200K	0.1%	228
2022 Q4	$726K	Buy	7,667 +149	+2%	+$13.4K	0.07%	287
2022 Q3	$634K	Buy	+7,518	New	+$714K	0.07%	283

Other funds holding IPGP

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ashton Thomas Private Wealth's IPGP Position: Q4 2024 in Review

Ashton Thomas Private Wealth sold out of IPG Photonics (IPGP) in Q4 2024, closing a stake of 5,876 shares — an estimated $437K sold.

Ashton Thomas Private Wealth first reported a position in IPGP in Q3 2022 and held it in 9 quarters. The position peaked at $1.16M in Q2 2023. 280 funds tracked by Wall St. Rank hold IPGP as of Q4 2024.

Ashton Thomas Private Wealth reported no remaining IPG Photonics position as of Q4 2024 after selling out during the quarter.
Ashton Thomas Private Wealth sold 5,876 IPG Photonics shares in Q4 2024, an estimated $437K.
Ashton Thomas Private Wealth first reported a position in IPG Photonics in Q3 2022 and held it in 9 quarters.
Ashton Thomas Private Wealth's IPG Photonics position peaked at $1.16M in Q2 2023.
280 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.