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Continuum Advisory’s IPG Photonics IPGP Stock Holding History

Continuum Advisory’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
Q3 		– Sell
-8
Closed -$675 – 1967
2024
Q2 		$675 Hold
8
– – ﹤0.01% 1550
2024
Q1 		$719 Buy
+8
New +$752 ﹤0.01% 1534

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Continuum Advisory's IPGP Position: Q3 2024 in Review

Continuum Advisory sold out of IPG Photonics (IPGP) in Q3 2024, closing a stake of 8 shares — an estimated $675 sold.

Continuum Advisory first reported a position in IPGP in Q1 2024 and held it in 2 quarters. The position peaked at $719 in Q1 2024. 278 funds tracked by Wall St. Rank hold IPGP as of Q3 2024.

  • Continuum Advisory reported no remaining IPG Photonics position as of Q3 2024 after selling out during the quarter.
  • Continuum Advisory sold 8 IPG Photonics shares in Q3 2024, an estimated $675.
  • Continuum Advisory first reported a position in IPG Photonics in Q1 2024 and held it in 2 quarters.
  • Continuum Advisory's IPG Photonics position peaked at $719 in Q1 2024.
  • 278 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2024.

Based on Continuum Advisory's 13F filing for Q3 2024, filed 15 Nov 2024.