EWM
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Evermay Wealth Management’s IPG Photonics IPGP Stock Holding History

Evermay 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
2021
Q3 		– Sell
-321
Closed -$68K – 494
2021
Q2 		$68K Buy
+321
New +$67.6K 0.01% 251

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Evermay Wealth Management's IPGP Position: Q3 2021 in Review

Evermay Wealth Management sold out of IPG Photonics (IPGP) in Q3 2021, closing a stake of 321 shares — an estimated $68K sold.

Evermay Wealth Management first reported a position in IPGP in Q2 2021 and held it in 1 quarter. The position peaked at $68K in Q2 2021. 379 funds tracked by Wall St. Rank hold IPGP as of Q3 2021.

  • Evermay Wealth Management reported no remaining IPG Photonics position as of Q3 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 321 IPG Photonics shares in Q3 2021, an estimated $68K.
  • Evermay Wealth Management first reported a position in IPG Photonics in Q2 2021 and held it in 1 quarter.
  • Evermay Wealth Management's IPG Photonics position peaked at $68K in Q2 2021.
  • 379 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.