IWP
IPGP icon

Icon Wealth Partners’s IPG Photonics IPGP Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-39
Closed -$6K – 463
2019
Q1 		$6K Buy
+39
New +$5.52K ﹤0.01% 735
2018
Q3 		– Sell
-38
Closed -$8K – 492
2018
Q2 		$8K Buy
+38
New +$8.97K ﹤0.01% 716
2018
Q1 		– Sell
-41
Closed -$9K – 491
2017
Q4 		$9K Buy
+41
New +$8.7K ﹤0.01% 722

Other funds holding IPGP

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Icon Wealth Partners's IPGP Position: Q2 2019 in Review

Icon Wealth Partners sold out of IPG Photonics (IPGP) in Q2 2019, closing a stake of 39 shares — an estimated $6K sold.

Icon Wealth Partners first reported a position in IPGP in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q4 2017. 438 funds tracked by Wall St. Rank hold IPGP as of Q2 2019.

  • Icon Wealth Partners reported no remaining IPG Photonics position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 39 IPG Photonics shares in Q2 2019, an estimated $6K.
  • Icon Wealth Partners first reported a position in IPG Photonics in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's IPG Photonics position peaked at $9K in Q4 2017.
  • 438 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.