APP
IPGP icon

Avantax Planning Partners’s IPG Photonics IPGP Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-41
Closed -$6K – 732
2018
Q3 		$6K Buy
+41
New +$7.61K ﹤0.01% 1025
2018
Q2 		– Sell
-138
Closed -$32K – 829
2018
Q1 		$32K Buy
+138
New +$34.1K ﹤0.01% 626

Other funds holding IPGP

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Avantax Planning Partners's IPGP Position: Q4 2018 in Review

Avantax Planning Partners sold out of IPG Photonics (IPGP) in Q4 2018, closing a stake of 41 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in IPGP in Q1 2018 and held it in 2 quarters. The position peaked at $32K in Q1 2018. 438 funds tracked by Wall St. Rank hold IPGP as of Q4 2018.

  • Avantax Planning Partners reported no remaining IPG Photonics position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 41 IPG Photonics shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in IPG Photonics in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's IPG Photonics position peaked at $32K in Q1 2018.
  • 438 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.