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Atticus Wealth Management’s IPG Photonics IPGP Stock Holding History

Atticus 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
2023
Q1 		– Sell
-500
Closed -$47.3K – 564
2022
Q4 		$47.3K Hold
500
– – 0.02% 258
2022
Q3 		$47K Hold
500
– – 0.02% 239
2022
Q2 		$47K Hold
500
– – 0.02% 261
2022
Q1 		$55K Buy
+500
New +$68.7K 0.02% 237

Other funds holding IPGP

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Atticus Wealth Management's IPGP Position: Q1 2023 in Review

Atticus Wealth Management sold out of IPG Photonics (IPGP) in Q1 2023, closing a stake of 500 shares — an estimated $47.3K sold.

Atticus Wealth Management first reported a position in IPGP in Q1 2022 and held it in 4 quarters. The position peaked at $55K in Q1 2022. 305 funds tracked by Wall St. Rank hold IPGP as of Q1 2023.

  • Atticus Wealth Management reported no remaining IPG Photonics position as of Q1 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 500 IPG Photonics shares in Q1 2023, an estimated $47.3K.
  • Atticus Wealth Management first reported a position in IPG Photonics in Q1 2022 and held it in 4 quarters.
  • Atticus Wealth Management's IPG Photonics position peaked at $55K in Q1 2022.
  • 305 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2023.

Based on Atticus Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.