Baldwin Wealth Partners’s IPG Photonics IPGP Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-761	Closed	-$56.6K	–	624
2024 Q3	$56.6K	Hold	761	–	–	﹤0.01%	526
2024 Q2	$64.2K	Hold	761	–	–	0.01%	310
2024 Q1	$69K	Hold	761	–	–	0.01%	319
2023 Q4	$82.6K	Hold	761	–	–	0.01%	301
2023 Q3	$77.3K	Hold	761	–	–	0.01%	333
2023 Q2	$103K	Hold	761	–	–	0.01%	314
2023 Q1	$93.8K	Hold	761	–	–	0.01%	332
2022 Q4	$72K	Hold	761	–	–	0.01%	356
2022 Q3	$64K	Hold	761	–	–	0.01%	296
2022 Q2	$72K	Hold	761	–	–	0.01%	295
2022 Q1	$84K	Hold	761	–	–	0.01%	295
2021 Q4	$131K	Hold	761	–	–	0.01%	235
2021 Q3	$121K	Hold	761	–	–	0.01%	242
2021 Q2	$160K	Hold	761	–	–	0.02%	223
2021 Q1	$161K	Hold	761	–	–	0.02%	209
2020 Q4	$170K	Hold	761	–	–	0.02%	189
2020 Q3	$129K	Hold	761	–	–	0.02%	202
2020 Q2	$122K	Hold	761	–	–	0.02%	199
2020 Q1	$84K	Hold	761	–	–	0.01%	219
2019 Q4	$110K	Hold	761	–	–	0.02%	228
2019 Q3	$103K	Hold	761	–	–	0.02%	225
2019 Q2	$117K	Hold	761	–	–	0.02%	232
2019 Q1	$116K	Hold	761	–	–	0.02%	232
2018 Q4	$86K	Hold	761	–	–	0.01%	243
2018 Q3	$119K	Hold	761	–	–	0.02%	235
2018 Q2	$168K	Hold	761	–	–	0.03%	211
2018 Q1	$178K	Hold	761	–	–	0.03%	203
2017 Q4	$163K	Hold	761	–	–	0.03%	209
2017 Q3	$141K	Hold	761	–	–	0.02%	210
2017 Q2	$110K	Hold	761	–	–	0.02%	229
2017 Q1	$92K	Hold	761	–	–	0.02%	241
2016 Q4	$75K	Hold	761	–	–	0.01%	259
2016 Q3	$63K	Buy	+761	New	+$63.6K	0.01%	279

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Baldwin Wealth Partners's IPGP Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of IPG Photonics (IPGP) in Q4 2024, closing a stake of 761 shares — an estimated $56.6K sold.

Baldwin Wealth Partners first reported a position in IPGP in Q3 2016 and held it in 33 quarters. The position peaked at $178K in Q1 2018. 280 funds tracked by Wall St. Rank hold IPGP as of Q4 2024.

Baldwin Wealth Partners reported no remaining IPG Photonics position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 761 IPG Photonics shares in Q4 2024, an estimated $56.6K.
Baldwin Wealth Partners first reported a position in IPG Photonics in Q3 2016 and held it in 33 quarters.
Baldwin Wealth Partners's IPG Photonics position peaked at $178K in Q1 2018.
280 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.