Berman Capital Advisors’s IPG Photonics IPGP Stock Holding History

Berman Capital 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
2021 Q3	$12K	Sell	81 -52	-39%	-$9.55K	﹤0.01%	1126
2021 Q2	$28K	Buy	133 +60	+82%	+$12.6K	﹤0.01%	786
2021 Q1	$15K	Buy	73 +3	+4%	+$682	﹤0.01%	895
2020 Q4	$15K	Buy	70 +35	+100%	+$7.01K	﹤0.01%	762
2020 Q3	$5K	Hold	35	–	–	﹤0.01%	1042
2020 Q2	$5K	Sell	35 -22	-39%	-$3.13K	﹤0.01%	979
2020 Q1	$5K	Buy	57 +15	+36%	+$1.96K	﹤0.01%	886
2019 Q4	$6K	Hold	42	–	–	﹤0.01%	924
2019 Q3	$5K	Buy	42 +7	+20%	+$927	﹤0.01%	943
2019 Q2	$5K	Sell	35 -14	-29%	-$2.12K	﹤0.01%	953
2019 Q1	$7K	Sell	49 -1	-2%	-$142	﹤0.01%	766
2018 Q4	$5K	Buy	+50	New	+$6.65K	﹤0.01%	688

Other funds holding IPGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Berman Capital Advisors's IPGP Position: Q3 2021 in Review

Berman Capital Advisors reduced its IPG Photonics (IPGP) stake by 39% in Q3 2021, selling an estimated $9.55K and leaving 81 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Berman Capital Advisors first reported a position in IPGP in Q4 2018 and has held it in 12 quarters since. The position peaked at $28K in Q2 2021. 380 funds tracked by Wall St. Rank hold IPGP as of Q3 2021.

Berman Capital Advisors held 81 shares of IPG Photonics worth $12K as of Q3 2021.
Berman Capital Advisors sold 52 IPG Photonics shares in Q3 2021, an estimated $9.55K.
IPG Photonics made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1126 holding.
Berman Capital Advisors first reported a position in IPG Photonics in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's IPG Photonics position peaked at $28K in Q2 2021.
380 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.