EWA
IPGP icon

Evolution Wealth Advisors’s IPG Photonics IPGP Stock Holding History

Evolution Wealth Advisors’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
2019
Q4 		– Sell
-12
Closed -$2K – 657
2019
Q3 		$2K Hold
12
– – ﹤0.01% 417
2019
Q2 		$2K Buy
+12
New +$1.81K ﹤0.01% 415

Other funds holding IPGP

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Evolution Wealth Advisors's IPGP Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of IPG Photonics (IPGP) in Q4 2019, closing a stake of 12 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in IPGP in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 427 funds tracked by Wall St. Rank hold IPGP as of Q4 2019.

  • Evolution Wealth Advisors reported no remaining IPG Photonics position as of Q4 2019 after selling out during the quarter.
  • Evolution Wealth Advisors sold 12 IPG Photonics shares in Q4 2019, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in IPG Photonics in Q2 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's IPG Photonics position peaked at $2K in Q3 2019.
  • 427 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.