Concord Wealth Partners’s IPG Photonics IPGP Stock Holding History

Concord 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 Q1	–	Sell	-280	Closed	-$26.5K	–	1115
2022 Q4	$26.5K	Buy	+280	New	+$25.1K	0.01%	481
2022 Q3	–	Sell	-280	Closed	-$26K	–	630
2022 Q2	$26K	Hold	280	–	–	0.01%	484
2022 Q1	$31K	Hold	280	–	–	0.01%	531
2021 Q4	$48K	Buy	+280	New	+$46.3K	0.01%	464
2021 Q3	–	Sell	-280	Closed	-$59K	–	962
2021 Q2	$59K	Hold	280	–	–	0.02%	322
2021 Q1	$59K	Buy	+280	New	+$63.6K	0.02%	308

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Concord Wealth Partners's IPGP Position: Q1 2023 in Review

Concord Wealth Partners sold out of IPG Photonics (IPGP) in Q1 2023, closing a stake of 280 shares — an estimated $26.5K sold.

Concord Wealth Partners first reported a position in IPGP in Q1 2021 and held it in 6 quarters. The position peaked at $59K in Q2 2021. 305 funds tracked by Wall St. Rank hold IPGP as of Q1 2023.

Concord Wealth Partners reported no remaining IPG Photonics position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 280 IPG Photonics shares in Q1 2023, an estimated $26.5K.
Concord Wealth Partners first reported a position in IPG Photonics in Q1 2021 and held it in 6 quarters.
Concord Wealth Partners's IPG Photonics position peaked at $59K in Q2 2021.
305 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.