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Axiom Advisory’s IPG Photonics IPGP Stock Holding History

Axiom Advisory’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
Q3 		$483K Buy
6,464
+101
+2% +$7.55K ﹤0.01% 224
2024
Q2 		$550K Buy
+6,363
New +$550K 0.01% 210

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
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

Axiom Advisory's IPGP Position: Q3 2024 in Review

Axiom Advisory increased its IPG Photonics (IPGP) stake by 1.6% in Q3 2024, buying an estimated $7.55K and bringing the position to 6,464 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Axiom Advisory first reported a position in IPGP in Q2 2024 and has held it in 2 quarters since. The position peaked at $550K in Q2 2024. 278 funds tracked by Wall St. Rank hold IPGP as of Q3 2024.

  • Axiom Advisory held 6,464 shares of IPG Photonics worth $483K as of Q3 2024.
  • Axiom Advisory bought 101 IPG Photonics shares in Q3 2024, an estimated $7.55K.
  • IPG Photonics made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #224 holding.
  • Axiom Advisory first reported a position in IPG Photonics in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's IPG Photonics position peaked at $550K in Q2 2024.
  • 278 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.