EWM
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Elevatus Welath Management’s IPG Photonics IPGP Stock Holding History

Elevatus Welath Management’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
Q3 		– Sell
-23,199
Closed -$3.15M – 77
2023
Q2 		$3.15M Buy
+23,199
New +$2.73M 2.19% 19

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Elevatus Welath Management's IPGP Position: Q3 2023 in Review

Elevatus Welath Management sold out of IPG Photonics (IPGP) in Q3 2023, closing a stake of 23,199 shares — an estimated $3.15M sold.

Elevatus Welath Management first reported a position in IPGP in Q2 2023 and held it in 1 quarter. The position peaked at $3.15M in Q2 2023. 303 funds tracked by Wall St. Rank hold IPGP as of Q3 2023.

  • Elevatus Welath Management reported no remaining IPG Photonics position as of Q3 2023 after selling out during the quarter.
  • Elevatus Welath Management sold 23,199 IPG Photonics shares in Q3 2023, an estimated $3.15M.
  • Elevatus Welath Management first reported a position in IPG Photonics in Q2 2023 and held it in 1 quarter.
  • Elevatus Welath Management's IPG Photonics position peaked at $3.15M in Q2 2023.
  • 303 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2023.

Based on Elevatus Welath Management's 13F filing for Q3 2023, filed 14 Nov 2023.