Cornerstone Advisory’s IPG Photonics IPGP Stock Holding History

Cornerstone 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
2022 Q1	–	Sell	-888	Closed	-$153K	–	480
2021 Q4	$153K	Buy	+888	New	+$147K	0.02%	280
2018 Q4	–	Sell	-1,504	Closed	-$235K	–	149
2018 Q3	$235K	Hold	1,504	–	–	0.07%	132
2018 Q2	$332K	Hold	1,504	–	–	0.11%	112
2018 Q1	$351K	Sell	1,504 -1,050	-41%	-$259K	0.13%	110
2017 Q4	$547K	Hold	2,554	–	–	0.19%	91
2017 Q3	$473K	Sell	2,554 -110	-4%	-$18.3K	0.16%	97
2017 Q2	$387K	Hold	2,664	–	–	0.13%	103
2017 Q1	$322K	Buy	+2,664	New	+$301K	0.16%	85

Other funds holding IPGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Advisory's IPGP Position: Q1 2022 in Review

Cornerstone Advisory sold out of IPG Photonics (IPGP) in Q1 2022, closing a stake of 888 shares — an estimated $153K sold.

Cornerstone Advisory first reported a position in IPGP in Q1 2017 and held it in 8 quarters. The position peaked at $547K in Q4 2017. 373 funds tracked by Wall St. Rank hold IPGP as of Q1 2022.

Cornerstone Advisory reported no remaining IPG Photonics position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 888 IPG Photonics shares in Q1 2022, an estimated $153K.
Cornerstone Advisory first reported a position in IPG Photonics in Q1 2017 and held it in 8 quarters.
Cornerstone Advisory's IPG Photonics position peaked at $547K in Q4 2017.
373 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.