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Key Financial Inc’s IPG Photonics IPGP Stock Holding History

Key Financial Inc’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
Q4 		– Sell
-41
Closed -$3.05K – 1393
2024
Q3 		$3.05K Hold
41
– – ﹤0.01% 1057
2024
Q2 		$3.46K Hold
41
– – ﹤0.01% 1033
2024
Q1 		$3.72K Hold
41
– – ﹤0.01% 1017
2023
Q4 		$4.45K Hold
41
– – ﹤0.01% 967
2023
Q3 		$4.16K Hold
41
– – ﹤0.01% 966
2023
Q2 		$5.57K Buy
+41
New +$4.83K ﹤0.01% 896

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Key Financial Inc's IPGP Position: Q4 2024 in Review

Key Financial Inc sold out of IPG Photonics (IPGP) in Q4 2024, closing a stake of 41 shares — an estimated $3.05K sold.

Key Financial Inc first reported a position in IPGP in Q2 2023 and held it in 6 quarters. The position peaked at $5.57K in Q2 2023. 280 funds tracked by Wall St. Rank hold IPGP as of Q4 2024.

  • Key Financial Inc reported no remaining IPG Photonics position as of Q4 2024 after selling out during the quarter.
  • Key Financial Inc sold 41 IPG Photonics shares in Q4 2024, an estimated $3.05K.
  • Key Financial Inc first reported a position in IPG Photonics in Q2 2023 and held it in 6 quarters.
  • Key Financial Inc's IPG Photonics position peaked at $5.57K in Q2 2023.
  • 280 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.