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Carolinas Wealth Consulting’s IPG Photonics IPGP Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-7
Closed -$796 – 1105
2023
Q4 		$796 Hold
7
– – ﹤0.01% 855
2023
Q3 		$630 Sell
7
-1
-13% -$113 ﹤0.01% 904
2023
Q2 		$1.05K Sell
8
-1
-11% -$118 ﹤0.01% 905
2023
Q1 		$1.11K Buy
+9
New +$1.04K ﹤0.01% 877
2022
Q3 		– Sell
-7
Closed -$1K – 907
2022
Q2 		$1K Buy
+7
New +$692 ﹤0.01% 829

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
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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Carolinas Wealth Consulting's IPGP Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of IPG Photonics (IPGP) in Q1 2024, closing a stake of 7 shares — an estimated $796 sold.

Carolinas Wealth Consulting first reported a position in IPGP in Q2 2022 and held it in 5 quarters. The position peaked at $1.11K in Q1 2023. 312 funds tracked by Wall St. Rank hold IPGP as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining IPG Photonics position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 7 IPG Photonics shares in Q1 2024, an estimated $796.
  • Carolinas Wealth Consulting first reported a position in IPG Photonics in Q2 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's IPG Photonics position peaked at $1.11K in Q1 2023.
  • 312 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.