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Capital Analysts LLC’s IPG Photonics IPGP Stock Holding History

Capital Analysts 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
2026
Q1 		$3K Buy
+26
New +$2.82K ﹤0.01% 1423
2018
Q4 		– Sell
-164
Closed -$26K – 610
2018
Q3 		$26K Sell
164
-25
-13% -$4.64K ﹤0.01% 377
2018
Q2 		$42K Hold
189
– – 0.01% 349
2018
Q1 		$44K Sell
189
-38
-17% -$9.38K 0.01% 323
2017
Q4 		$49K Sell
227
-126
-36% -$26.7K 0.01% 315
2017
Q3 		$65K Hold
353
– – 0.01% 284
2017
Q2 		$51.2K Hold
353
– – 0.01% 302
2017
Q1 		$42.6K Buy
353
+42
+14% +$4.75K 0.01% 277
2016
Q4 		$31K Sell
311
-13
-4% -$1.21K 0.01% 297
2016
Q3 		$26.7K Hold
324
– – 0.01% 291
2016
Q2 		$25.9K Sell
324
-184
-36% -$16.2K 0.01% 299
2016
Q1 		$48.8K Buy
508
+102
+25% +$8.65K 0.01% 272
2015
Q4 		$36.2K Buy
406
+228
+128% +$19.5K 0.01% 305
2015
Q3 		$13.5K Buy
+178
New +$15.1K ﹤0.01% 326

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 $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Lazard Asset Management
Lazard Asset Management New York $60.7B 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return