LFA
IPGP icon

Legacy Financial Advisors’s IPG Photonics IPGP Stock Holding History

Legacy 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
2019
Q2 		– Sell
-44
Closed -$7K – 495
2019
Q1 		$7K Hold
44
– – ﹤0.01% 696
2018
Q4 		$5K Hold
44
– – ﹤0.01% 730
2018
Q3 		$6K Hold
44
– – ﹤0.01% 653
2018
Q2 		$10K Hold
44
– – ﹤0.01% 525
2018
Q1 		$10K Hold
44
– – ﹤0.01% 474
2017
Q4 		$9K Buy
+44
New +$9.34K ﹤0.01% 503

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

Legacy Financial Advisors's IPGP Position: Q2 2019 in Review

Legacy Financial Advisors sold out of IPG Photonics (IPGP) in Q2 2019, closing a stake of 44 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in IPGP in Q4 2017 and held it in 6 quarters. The position peaked at $10K in Q2 2018. 438 funds tracked by Wall St. Rank hold IPGP as of Q2 2019.

  • Legacy Financial Advisors reported no remaining IPG Photonics position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 44 IPG Photonics shares in Q2 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in IPG Photonics in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's IPG Photonics position peaked at $10K in Q2 2018.
  • 438 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.