Bogart Wealth LLC’s IPG Photonics IPGP Stock Holding History

Bogart Wealth LLC’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 Q4	–	Sell	-10	Closed	-$1K	–	1122
2022 Q3	$1K	Sell	10 -94	-90%	-$8.93K	﹤0.01%	904
2022 Q2	$10K	Buy	+104	New	+$10.3K	﹤0.01%	537

Other funds holding IPGP

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Bogart Wealth LLC's IPGP Position: Q4 2022 in Review

Bogart Wealth LLC sold out of IPG Photonics (IPGP) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in IPGP in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 304 funds tracked by Wall St. Rank hold IPGP as of Q4 2022.

Bogart Wealth LLC reported no remaining IPG Photonics position as of Q4 2022 after selling out during the quarter.
Bogart Wealth LLC sold 10 IPG Photonics shares in Q4 2022, an estimated $1K.
Bogart Wealth LLC first reported a position in IPG Photonics in Q2 2022 and held it in 2 quarters.
Bogart Wealth LLC's IPG Photonics position peaked at $10K in Q2 2022.
304 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.