Envestnet Portfolio Solutions
IPGP icon

Envestnet Portfolio Solutions’s IPG Photonics IPGP Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q1 		– Sell
-1,856
Closed -$201K – 1626
2023
Q4 		$201K Sell
1,856
-415
-18% -$40.2K ﹤0.01% 1496
2023
Q3 		$231K Buy
+2,271
New +$256K ﹤0.01% 1366

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Envestnet Portfolio Solutions's IPGP Position: Q1 2024 in Review

Envestnet Portfolio Solutions sold out of IPG Photonics (IPGP) in Q1 2024, closing a stake of 1,856 shares — an estimated $201K sold.

Envestnet Portfolio Solutions first reported a position in IPGP in Q3 2023 and held it in 2 quarters. The position peaked at $231K in Q3 2023. 312 funds tracked by Wall St. Rank hold IPGP as of Q1 2024.

  • Envestnet Portfolio Solutions reported no remaining IPG Photonics position as of Q1 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,856 IPG Photonics shares in Q1 2024, an estimated $201K.
  • Envestnet Portfolio Solutions first reported a position in IPG Photonics in Q3 2023 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's IPG Photonics position peaked at $231K in Q3 2023.
  • 312 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2024, filed 6 May 2024.