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Financial Gravity Asset Management’s IPG Photonics IPGP Stock Holding History

Financial Gravity Asset 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
Q4 		$145K Hold
23
– – 0.1% 195
2019
Q3 		$3K Buy
23
+4
+21% +$530 ﹤0.01% 819
2019
Q2 		$3K Buy
19
+9
+90% +$1.36K ﹤0.01% 805
2019
Q1 		$2K Buy
+10
New +$1.42K ﹤0.01% 954
2018
Q3 		$0 Sell
3
-60
-95% -$11.1K ﹤0.01% 1505
2018
Q2 		$10K Sell
63
-5
-7% -$1.18K 0.01% 567
2018
Q1 		$15K Buy
+68
New +$16.8K 0.02% 535

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $609B AUM 40.19% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Financial Gravity Asset Management's IPGP Position: Q4 2019 in Review

Financial Gravity Asset Management held its IPG Photonics (IPGP) position steady in Q4 2019 at 23 shares worth $145K. The position accounts for 0.1% of the portfolio, ranked #195.

Financial Gravity Asset Management first reported a position in IPGP in Q1 2018 and has held it in 7 quarters since. 429 funds tracked by Wall St. Rank hold IPGP as of Q4 2019.

  • Financial Gravity Asset Management held 23 shares of IPG Photonics worth $145K as of Q4 2019.
  • Financial Gravity Asset Management left its IPG Photonics share count unchanged in Q4 2019.
  • IPG Photonics made up 0.1% of Financial Gravity Asset Management's portfolio in Q4 2019, its #195 holding.
  • Financial Gravity Asset Management first reported a position in IPG Photonics in Q1 2018 and has held it in 7 quarters since.
  • 429 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.