CSat Investment Advisory’s IPG Photonics IPGP Stock Holding History

CSat Investment 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
2021 Q1	$109K	Buy	515 +140	+37%	+$31.8K	0.09%	78
2020 Q4	$84K	Sell	375 -262	-41%	-$52.5K	0.08%	90
2020 Q3	$108K	Buy	637 +18	+3%	+$2.97K	0.01%	426
2020 Q2	$100K	Sell	619 -21	-3%	-$2.99K	0.01%	472
2020 Q1	$71K	Buy	640 +41	+7%	+$5.36K	0.02%	434
2019 Q4	$86K	Buy	599 +29	+5%	+$4.04K	0.02%	397
2019 Q3	$78K	Sell	570 -26	-4%	-$3.44K	0.02%	366
2019 Q2	$92K	Buy	596 +224	+60%	+$33.9K	0.03%	308
2019 Q1	$56K	Sell	372 -136	-27%	-$19.3K	0.03%	154
2018 Q4	$58K	Buy	508 +290	+133%	+$38.5K	0.03%	149
2018 Q3	$34K	Buy	218 +144	+195%	+$26.7K	0.02%	167
2018 Q2	$16K	Buy	+74	New	+$17.5K	0.01%	246

Other funds holding IPGP

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

CSat Investment Advisory's IPGP Position: Q1 2021 in Review

CSat Investment Advisory increased its IPG Photonics (IPGP) stake by 37% in Q1 2021, buying an estimated $31.8K and bringing the position to 515 shares worth $109K. The position accounts for 0.09% of the portfolio, ranked #78.

CSat Investment Advisory first reported a position in IPGP in Q2 2018 and has held it in 12 quarters since. 426 funds tracked by Wall St. Rank hold IPGP as of Q1 2021.

CSat Investment Advisory held 515 shares of IPG Photonics worth $109K as of Q1 2021.
CSat Investment Advisory bought 140 IPG Photonics shares in Q1 2021, an estimated $31.8K.
IPG Photonics made up 0.09% of CSat Investment Advisory's portfolio in Q1 2021, its #78 holding.
CSat Investment Advisory first reported a position in IPG Photonics in Q2 2018 and has held it in 12 quarters since.
426 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.