Lenox Wealth Advisors’s IPG Photonics IPGP Stock Holding History

Lenox Wealth 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
2022 Q1	$3K	Hold	33	–	–	﹤0.01%	606
2021 Q4	$6K	Hold	33	–	–	﹤0.01%	575
2021 Q3	$5K	Sell	33 -175	-84%	-$32.1K	﹤0.01%	556
2021 Q2	$44K	Hold	208	–	–	0.01%	247
2021 Q1	$44K	Hold	208	–	–	0.01%	207
2020 Q4	$47K	Hold	208	–	–	0.01%	191
2020 Q3	$35K	Hold	208	–	–	0.01%	202
2020 Q2	$33K	Hold	208	–	–	0.01%	210
2020 Q1	$23K	Sell	208 -49	-19%	-$6.41K	﹤0.01%	236
2019 Q4	$37K	Buy	257 +175	+213%	+$24.4K	0.01%	219
2019 Q3	$11K	Sell	82 -56	-41%	-$7.42K	﹤0.01%	356
2019 Q2	$21K	Hold	138	–	–	﹤0.01%	222
2019 Q1	$21K	Hold	138	–	–	﹤0.01%	196
2018 Q4	$16K	Hold	138	–	–	﹤0.01%	210
2018 Q3	$22K	Hold	138	–	–	﹤0.01%	198
2018 Q2	$30K	Sell	138 -13	-9%	-$3.07K	0.01%	195
2018 Q1	$35K	Buy	151 +118	+358%	+$29.1K	0.01%	199
2017 Q4	$7K	Buy	+33	New	+$7K	﹤0.01%	190

Other funds holding IPGP

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

First Eagle Investment Management New York $59B AUM 32.99% 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

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's IPGP Position: Q1 2022 in Review

Lenox Wealth Advisors held its IPG Photonics (IPGP) position steady in Q1 2022 at 33 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Lenox Wealth Advisors first reported a position in IPGP in Q4 2017 and has held it in 18 quarters since. The position peaked at $47K in Q4 2020. 374 funds tracked by Wall St. Rank hold IPGP as of Q1 2022.

Lenox Wealth Advisors held 33 shares of IPG Photonics worth $3K as of Q1 2022.
Lenox Wealth Advisors left its IPG Photonics share count unchanged in Q1 2022.
IPG Photonics made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #606 holding.
Lenox Wealth Advisors first reported a position in IPG Photonics in Q4 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's IPG Photonics position peaked at $47K in Q4 2020.
374 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.