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Frontier Wealth Management’s IPG Photonics IPGP Stock Holding History

Frontier 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
-1,000
Closed -$211K – 438
2021
Q2 		$211K Hold
1,000
– – 0.01% 400
2021
Q1 		$211K Hold
1,000
– – 0.02% 358
2020
Q4 		$224K Buy
+1,000
New +$200K 0.02% 339
2018
Q3 		– Sell
-1,000
Closed -$221K – 398
2018
Q2 		$221K Buy
+1,000
New +$236K 0.03% 339

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

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

Frontier Wealth Management sold out of IPG Photonics (IPGP) in Q3 2021, closing a stake of 1,000 shares — an estimated $211K sold.

Frontier Wealth Management first reported a position in IPGP in Q2 2018 and held it in 4 quarters. The position peaked at $224K in Q4 2020. 379 funds tracked by Wall St. Rank hold IPGP as of Q3 2021.

  • Frontier Wealth Management reported no remaining IPG Photonics position as of Q3 2021 after selling out during the quarter.
  • Frontier Wealth Management sold 1,000 IPG Photonics shares in Q3 2021, an estimated $211K.
  • Frontier Wealth Management first reported a position in IPG Photonics in Q2 2018 and held it in 4 quarters.
  • Frontier Wealth Management's IPG Photonics position peaked at $224K in Q4 2020.
  • 379 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2021.

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