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Capital Performance Advisors’s IPG Photonics IPGP Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-87
Closed -$6.47K – 1379
2024
Q3 		$6.47K Buy
+87
New +$6.5K ﹤0.01% 1008

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital Performance Advisors's IPGP Position: Q4 2024 in Review

Capital Performance Advisors sold out of IPG Photonics (IPGP) in Q4 2024, closing a stake of 87 shares — an estimated $6.47K sold.

Capital Performance Advisors first reported a position in IPGP in Q3 2024 and held it in 1 quarter. The position peaked at $6.47K in Q3 2024. 280 funds tracked by Wall St. Rank hold IPGP as of Q4 2024.

  • Capital Performance Advisors reported no remaining IPG Photonics position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 87 IPG Photonics shares in Q4 2024, an estimated $6.47K.
  • Capital Performance Advisors first reported a position in IPG Photonics in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's IPG Photonics position peaked at $6.47K in Q3 2024.
  • 280 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.