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BSW Wealth Partners’s IPG Photonics IPGP Stock Holding History

BSW 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
2023
Q2 		– Sell
-3,382
Closed -$417K – 298
2023
Q1 		$417K Sell
3,382
-49
-1% -$5.68K 0.09% 165
2022
Q4 		$325K Buy
3,431
+366
+12% +$32.8K 0.07% 200
2022
Q3 		$259K Buy
3,065
+132
+5% +$12.5K 0.06% 212
2022
Q2 		$276K Buy
2,933
+1,069
+57% +$106K 0.07% 203
2022
Q1 		$205K Buy
1,864
+241
+15% +$33.1K 0.05% 273
2021
Q4 		$279K Buy
1,623
+149
+10% +$24.6K 0.07% 206
2021
Q3 		$233K Buy
+1,474
New +$271K 0.07% 220

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

BSW Wealth Partners's IPGP Position: Q2 2023 in Review

BSW Wealth Partners sold out of IPG Photonics (IPGP) in Q2 2023, closing a stake of 3,382 shares — an estimated $417K sold.

BSW Wealth Partners first reported a position in IPGP in Q3 2021 and held it in 7 quarters. The position peaked at $417K in Q1 2023. 326 funds tracked by Wall St. Rank hold IPGP as of Q2 2023.

  • BSW Wealth Partners reported no remaining IPG Photonics position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 3,382 IPG Photonics shares in Q2 2023, an estimated $417K.
  • BSW Wealth Partners first reported a position in IPG Photonics in Q3 2021 and held it in 7 quarters.
  • BSW Wealth Partners's IPG Photonics position peaked at $417K in Q1 2023.
  • 326 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.