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HC Financial Advisors’s IPG Photonics IPGP Stock Holding History

HC Financial Advisors’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
-16
Closed -$3K – 344
2021
Q2 		$3K Hold
16
– – ﹤0.01% 305
2021
Q1 		$3K Hold
16
– – ﹤0.01% 312
2020
Q4 		$4K Hold
16
– – ﹤0.01% 310
2020
Q3 		$3K Hold
16
– – ﹤0.01% 334
2020
Q2 		$3K Hold
16
– – ﹤0.01% 313
2020
Q1 		$2K Buy
+16
New +$2.09K ﹤0.01% 355

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
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 $60.8B AUM 26.63% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HC Financial Advisors's IPGP Position: Q3 2021 in Review

HC Financial Advisors sold out of IPG Photonics (IPGP) in Q3 2021, closing a stake of 16 shares — an estimated $3K sold.

HC Financial Advisors first reported a position in IPGP in Q1 2020 and held it in 6 quarters. The position peaked at $4K in Q4 2020. 381 funds tracked by Wall St. Rank hold IPGP as of Q3 2021.

  • HC Financial Advisors reported no remaining IPG Photonics position as of Q3 2021 after selling out during the quarter.
  • HC Financial Advisors sold 16 IPG Photonics shares in Q3 2021, an estimated $3K.
  • HC Financial Advisors first reported a position in IPG Photonics in Q1 2020 and held it in 6 quarters.
  • HC Financial Advisors's IPG Photonics position peaked at $4K in Q4 2020.
  • 381 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2021.

Based on HC Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.