Institutional & Family Asset Management’s IPG Photonics IPGP Stock Holding History

Institutional & Family Asset 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
2020 Q2	–	Sell	-17	Closed	-$2K	–	873
2020 Q1	$2K	Hold	17	–	–	﹤0.01%	655
2019 Q4	$2K	Hold	17	–	–	﹤0.01%	742
2019 Q3	$2K	Hold	17	–	–	﹤0.01%	703
2019 Q2	$3K	Hold	17	–	–	﹤0.01%	665
2019 Q1	$3K	Hold	17	–	–	﹤0.01%	660
2018 Q4	$2K	Hold	17	–	–	﹤0.01%	694
2018 Q3	$3K	Hold	17	–	–	﹤0.01%	684
2018 Q2	$4K	Sell	17 -3	-15%	-$708	﹤0.01%	634
2018 Q1	$5K	Buy	+20	New	+$4.93K	﹤0.01%	592

Other funds holding IPGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Institutional & Family Asset Management's IPGP Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of IPG Photonics (IPGP) in Q2 2020, closing a stake of 17 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in IPGP in Q1 2018 and held it in 9 quarters. The position peaked at $5K in Q1 2018. 410 funds tracked by Wall St. Rank hold IPGP as of Q2 2020.

Institutional & Family Asset Management reported no remaining IPG Photonics position as of Q2 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 17 IPG Photonics shares in Q2 2020, an estimated $2K.
Institutional & Family Asset Management first reported a position in IPG Photonics in Q1 2018 and held it in 9 quarters.
Institutional & Family Asset Management's IPG Photonics position peaked at $5K in Q1 2018.
410 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.