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Endurance Wealth Management’s IPG Photonics IPGP Stock Holding History

Endurance Wealth 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
2020
Q4 		– Sell
-100
Closed -$17K – 628
2020
Q3 		$17K Sell
100
-375
-79% -$61.9K ﹤0.01% 418
2020
Q2 		$76K Sell
475
-5,050
-91% -$719K 0.01% 261
2020
Q1 		$610K Buy
5,525
+900
+19% +$118K 0.12% 106
2019
Q4 		$670K Buy
4,625
+60
+1% +$8.35K 0.1% 115
2019
Q3 		$619K Buy
4,565
+250
+6% +$33.1K 0.1% 117
2019
Q2 		$666K Buy
4,315
+460
+12% +$69.6K 0.1% 115
2019
Q1 		$585K Buy
3,855
+125
+3% +$17.7K 0.1% 119
2018
Q4 		$423K Buy
3,730
+745
+25% +$99K 0.08% 129
2018
Q3 		$465K Buy
2,985
+2,805
+1,558% +$520K 0.07% 130
2018
Q2 		$40K Buy
+180
New +$42.5K 0.01% 291

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Endurance Wealth Management's IPGP Position: Q4 2020 in Review

Endurance Wealth Management sold out of IPG Photonics (IPGP) in Q4 2020, closing a stake of 100 shares — an estimated $17K sold.

Endurance Wealth Management first reported a position in IPGP in Q2 2018 and held it in 10 quarters. The position peaked at $670K in Q4 2019. 422 funds tracked by Wall St. Rank hold IPGP as of Q4 2020.

  • Endurance Wealth Management reported no remaining IPG Photonics position as of Q4 2020 after selling out during the quarter.
  • Endurance Wealth Management sold 100 IPG Photonics shares in Q4 2020, an estimated $17K.
  • Endurance Wealth Management first reported a position in IPG Photonics in Q2 2018 and held it in 10 quarters.
  • Endurance Wealth Management's IPG Photonics position peaked at $670K in Q4 2019.
  • 422 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2020.

Based on Endurance Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.