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Beaird Harris Wealth Management’s IPG Photonics IPGP Stock Holding History

Beaird Harris Wealth 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
2022
Q2 		– Sell
-36
Closed -$4K – 505
2022
Q1 		$4K Hold
36
– – ﹤0.01% 453
2021
Q4 		$6K Buy
+36
New +$5.95K ﹤0.01% 451

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beaird Harris Wealth Management's IPGP Position: Q2 2022 in Review

Beaird Harris Wealth Management sold out of IPG Photonics (IPGP) in Q2 2022, closing a stake of 36 shares — an estimated $4K sold.

Beaird Harris Wealth Management first reported a position in IPGP in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q4 2021. 331 funds tracked by Wall St. Rank hold IPGP as of Q2 2022.

  • Beaird Harris Wealth Management reported no remaining IPG Photonics position as of Q2 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 36 IPG Photonics shares in Q2 2022, an estimated $4K.
  • Beaird Harris Wealth Management first reported a position in IPG Photonics in Q4 2021 and held it in 2 quarters.
  • Beaird Harris Wealth Management's IPG Photonics position peaked at $6K in Q4 2021.
  • 331 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.