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Ellevest Inc’s IPG Photonics IPGP Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-160
Closed -$19.7K – 966
2023
Q1 		$19.7K Hold
160
– – ﹤0.01% 844
2022
Q4 		$15.1K Buy
160
+60
+60% +$5.38K ﹤0.01% 932
2022
Q3 		$8K Buy
100
+17
+20% +$1.61K ﹤0.01% 1070
2022
Q2 		$8K Hold
83
– – ﹤0.01% 938
2022
Q1 		$9K Hold
83
– – ﹤0.01% 904
2021
Q4 		$14K Hold
83
– – ﹤0.01% 780
2021
Q3 		$13K Hold
83
– – ﹤0.01% 775
2021
Q2 		$17K Hold
83
– – ﹤0.01% 670
2021
Q1 		$18K Hold
83
– – ﹤0.01% 676
2020
Q4 		$19K Hold
83
– – ﹤0.01% 641
2020
Q3 		$14K Hold
83
– – ﹤0.01% 591
2020
Q2 		$13K Hold
83
– – ﹤0.01% 563
2020
Q1 		$9K Hold
83
– – ﹤0.01% 568
2019
Q4 		$12K Buy
+83
New +$11.6K ﹤0.01% 505

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Ellevest Inc's IPGP Position: Q2 2023 in Review

Ellevest Inc sold out of IPG Photonics (IPGP) in Q2 2023, closing a stake of 160 shares — an estimated $19.7K sold.

Ellevest Inc first reported a position in IPGP in Q4 2019 and held it in 14 quarters. The position peaked at $19.7K in Q1 2023. 328 funds tracked by Wall St. Rank hold IPGP as of Q2 2023.

  • Ellevest Inc reported no remaining IPG Photonics position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 160 IPG Photonics shares in Q2 2023, an estimated $19.7K.
  • Ellevest Inc first reported a position in IPG Photonics in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's IPG Photonics position peaked at $19.7K in Q1 2023.
  • 328 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.