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Executive Wealth Management’s IPG Photonics IPGP Stock Holding History

Executive 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
2019
Q3 		– Sell
-141
Closed -$22K – 450
2019
Q2 		$22K Hold
141
– – ﹤0.01% 456
2019
Q1 		$21K Hold
141
– – ﹤0.01% 417
2018
Q4 		$16K Buy
+141
New +$18.7K ﹤0.01% 471

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

Executive Wealth Management's IPGP Position: Q3 2019 in Review

Executive Wealth Management sold out of IPG Photonics (IPGP) in Q3 2019, closing a stake of 141 shares — an estimated $22K sold.

Executive Wealth Management first reported a position in IPGP in Q4 2018 and held it in 3 quarters. The position peaked at $22K in Q2 2019. 410 funds tracked by Wall St. Rank hold IPGP as of Q3 2019.

  • Executive Wealth Management reported no remaining IPG Photonics position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 141 IPG Photonics shares in Q3 2019, an estimated $22K.
  • Executive Wealth Management first reported a position in IPG Photonics in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's IPG Photonics position peaked at $22K in Q2 2019.
  • 410 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.