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Baker Avenue Asset Management’s IPG Photonics IPGP Stock Holding History

Baker Avenue Asset 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
Q4 		– Sell
-5
Closed -$508 – 907
2023
Q3 		$508 Hold
5
– – ﹤0.01% 1443
2023
Q2 		$679 Hold
5
– – ﹤0.01% 1303
2023
Q1 		$617 Hold
5
– – ﹤0.01% 1346
2022
Q4 		$473 Buy
+5
New +$448 ﹤0.01% 1349
2020
Q3 		– Sell
-2,867
Closed -$460K – 229
2020
Q2 		$460K Buy
+2,867
New +$408K 0.04% 169

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baker Avenue Asset Management's IPGP Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of IPG Photonics (IPGP) in Q4 2023, closing a stake of 5 shares — an estimated $508 sold.

Baker Avenue Asset Management first reported a position in IPGP in Q2 2020 and held it in 5 quarters. The position peaked at $460K in Q2 2020. 314 funds tracked by Wall St. Rank hold IPGP as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining IPG Photonics position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 5 IPG Photonics shares in Q4 2023, an estimated $508.
  • Baker Avenue Asset Management first reported a position in IPG Photonics in Q2 2020 and held it in 5 quarters.
  • Baker Avenue Asset Management's IPG Photonics position peaked at $460K in Q2 2020.
  • 314 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.