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Harvest Group Wealth Management’s IPG Photonics IPGP Stock Holding History

Harvest Group 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
Q1 		– Sell
-5
Closed -$1K – 353
2020
Q4 		$1K Hold
5
– – ﹤0.01% 482
2020
Q3 		$1K Hold
5
– – ﹤0.01% 463
2020
Q2 		$0 Hold
5
– – ﹤0.01% 652
2020
Q1 		$0 Sell
5
-29
-85% -$3.79K ﹤0.01% 725
2019
Q4 		$4K Sell
34
-17
-33% -$2.37K ﹤0.01% 425
2019
Q3 		$7K Sell
51
-2
-4% -$265 0.01% 316
2019
Q2 		$8K Hold
53
– – 0.01% 246
2019
Q1 		$8K Buy
+53
New +$7.5K 0.01% 282

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Group Wealth Management's IPGP Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of IPG Photonics (IPGP) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in IPGP in Q1 2019 and held it in 8 quarters. The position peaked at $8K in Q2 2019. 427 funds tracked by Wall St. Rank hold IPGP as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining IPG Photonics position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 5 IPG Photonics shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in IPG Photonics in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's IPG Photonics position peaked at $8K in Q2 2019.
  • 427 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.