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Janiczek Wealth Management’s IPG Photonics IPGP Stock Holding History

Janiczek 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
2024
Q2 		$54.3K Sell
643
-248
-28% -$21.4K 0.01% 386
2024
Q1 		$80.8K Sell
891
-39
-4% -$3.66K 0.02% 332
2023
Q4 		$101K Buy
930
+179
+24% +$17.3K 0.02% 263
2023
Q3 		$76.3K Buy
751
+32
+4% +$3.61K 0.02% 297
2023
Q2 		$97.7K Buy
719
+38
+6% +$4.48K 0.03% 222
2023
Q1 		$79.1K Buy
681
+14
+2% +$1.62K 0.02% 249
2022
Q4 		$72K Buy
667
+353
+112% +$31.7K 0.02% 265
2022
Q3 		$27K Sell
314
-278
-47% -$26.4K 0.01% 403
2022
Q2 		$63K Sell
592
-102
-15% -$10.1K 0.02% 273
2022
Q1 		$76K Buy
694
+492
+244% +$67.6K 0.02% 248
2021
Q4 		$35K Buy
202
+74
+58% +$12.2K 0.01% 374
2021
Q3 		$20K Buy
128
+48
+60% +$8.82K 0.01% 460
2021
Q2 		$17K Buy
80
+24
+43% +$5.05K 0.01% 462
2021
Q1 		$12K Hold
56
– – ﹤0.01% 491
2020
Q4 		$13K Buy
56
+33
+143% +$6.61K 0.01% 421
2020
Q3 		$4K Buy
23
+12
+109% +$1.98K ﹤0.01% 385
2020
Q2 		$2K Buy
+11
New +$1.57K ﹤0.01% 286

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

Janiczek Wealth Management's IPGP Position: Q2 2024 in Review

Janiczek Wealth Management reduced its IPG Photonics (IPGP) stake by 28% in Q2 2024, selling an estimated $21.4K and leaving 643 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #386.

Janiczek Wealth Management first reported a position in IPGP in Q2 2020 and has held it in 17 quarters since. The position peaked at $101K in Q4 2023. 294 funds tracked by Wall St. Rank hold IPGP as of Q2 2024.

  • Janiczek Wealth Management held 643 shares of IPG Photonics worth $54.3K as of Q2 2024.
  • Janiczek Wealth Management sold 248 IPG Photonics shares in Q2 2024, an estimated $21.4K.
  • IPG Photonics made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #386 holding.
  • Janiczek Wealth Management first reported a position in IPG Photonics in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's IPG Photonics position peaked at $101K in Q4 2023.
  • 294 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.