B. Riley Wealth Advisors’s IPG Photonics IPGP Stock Holding History

B. Riley 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
2023 Q3	–	Sell	-1,521	Closed	-$207K	–	1583
2023 Q2	$207K	Buy	+1,521	New	+$179K	﹤0.01%	1342
2023 Q1	–	Sell	-2,410	Closed	-$228K	–	1574
2022 Q4	$228K	Sell	2,410 -98	-4%	-$8.79K	0.01%	1176
2022 Q3	$212K	Sell	2,508 -1,459	-37%	-$139K	0.01%	1195
2022 Q2	$374K	Sell	3,967 -8,399	-68%	-$830K	0.02%	782
2022 Q1	$1.36M	Sell	12,366 -2,352	-16%	-$323K	0.04%	386
2021 Q4	$2.53M	Sell	14,718 -586	-4%	-$96.8K	0.07%	292
2021 Q3	$2.42M	Sell	15,304 -316	-2%	-$58.1K	0.08%	291
2021 Q2	$3.29M	Buy	15,620 +1,962	+14%	+$413K	0.11%	221
2021 Q1	$2.88M	Buy	+13,658	New	+$3.1M	0.1%	224
2015 Q1	–	Sell	-2	Closed	–	–	1260
2014 Q4	$0	Buy	+2	New	+$142	﹤0.01%	3711
2014 Q3	–	Sell	-41	Closed	-$2.79K	–	1257
2014 Q2	$2.79K	Buy	+41	New	+$2.76K	﹤0.01%	2177

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

B. Riley Wealth Advisors's IPGP Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of IPG Photonics (IPGP) in Q3 2023, closing a stake of 1,521 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in IPGP in Q2 2014 and held it in 11 quarters. The position peaked at $3.29M in Q2 2021. 303 funds tracked by Wall St. Rank hold IPGP as of Q3 2023.

B. Riley Wealth Advisors reported no remaining IPG Photonics position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,521 IPG Photonics shares in Q3 2023, an estimated $207K.
B. Riley Wealth Advisors first reported a position in IPG Photonics in Q2 2014 and held it in 11 quarters.
B. Riley Wealth Advisors's IPG Photonics position peaked at $3.29M in Q2 2021.
303 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.