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Glassman Wealth Services’s IPG Photonics IPGP Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-15
Closed -$1.63K – 983
2023
Q4 		$1.63K Buy
+15
New +$1.45K ﹤0.01% 1405
2022
Q4 		– Sell
-13
Closed -$1K – 1985
2022
Q3 		$1K Sell
13
-32
-71% -$3.04K ﹤0.01% 1434
2022
Q2 		$4K Buy
45
+6
+15% +$593 ﹤0.01% 1077
2022
Q1 		$4K Buy
39
+21
+117% +$2.89K ﹤0.01% 1059
2021
Q4 		$3K Buy
18
+7
+64% +$1.16K ﹤0.01% 1107
2021
Q3 		$2K Buy
11
+5
+83% +$919 ﹤0.01% 1179
2021
Q2 		$1K Sell
6
-8
-57% -$1.68K ﹤0.01% 1313
2021
Q1 		$3K Buy
14
+4
+40% +$909 ﹤0.01% 1002
2020
Q4 		$2K Buy
10
+7
+233% +$1.4K ﹤0.01% 1077
2020
Q3 		$1K Hold
3
– – ﹤0.01% 1177
2020
Q2 		$0 Hold
3
– – ﹤0.01% 1375
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1333
2019
Q4 		$0 Hold
3
– – ﹤0.01% 1320
2019
Q3 		$0 Buy
+3
New +$397 ﹤0.01% 1205
2019
Q2 		– Sell
-21
Closed -$3K – 1217
2019
Q1 		$3K Buy
+21
New +$2.97K ﹤0.01% 628

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Glassman Wealth Services's IPGP Position: Q1 2024 in Review

Glassman Wealth Services sold out of IPG Photonics (IPGP) in Q1 2024, closing a stake of 15 shares — an estimated $1.63K sold.

Glassman Wealth Services first reported a position in IPGP in Q1 2019 and held it in 15 quarters. The position peaked at $4K in Q2 2022. 312 funds tracked by Wall St. Rank hold IPGP as of Q1 2024.

  • Glassman Wealth Services reported no remaining IPG Photonics position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 15 IPG Photonics shares in Q1 2024, an estimated $1.63K.
  • Glassman Wealth Services first reported a position in IPG Photonics in Q1 2019 and held it in 15 quarters.
  • Glassman Wealth Services's IPG Photonics position peaked at $4K in Q2 2022.
  • 312 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.