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Liberty Wealth Management’s IPG Photonics IPGP Stock Holding History

Liberty 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
2021
Q4 		– Sell
-16
Closed -$2K – 622
2021
Q3 		$2K Buy
16
+11
+220% +$2.02K ﹤0.01% 1059
2021
Q2 		$1K Hold
5
– – ﹤0.01% 1001
2021
Q1 		$1K Hold
5
– – ﹤0.01% 872
2020
Q4 		$1K Hold
5
– – ﹤0.01% 871
2020
Q3 		$1K Hold
5
– – ﹤0.01% 809
2020
Q2 		$1K Hold
5
– – ﹤0.01% 789
2020
Q1 		$1K Hold
5
– – ﹤0.01% 805
2019
Q4 		$1K Hold
5
– – ﹤0.01% 834
2019
Q3 		$1K Hold
5
– – ﹤0.01% 796
2019
Q2 		$1K Hold
5
– – ﹤0.01% 824
2019
Q1 		$0 Buy
+5
New +$708 ﹤0.01% 783

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Liberty Wealth Management's IPGP Position: Q4 2021 in Review

Liberty Wealth Management sold out of IPG Photonics (IPGP) in Q4 2021, closing a stake of 16 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in IPGP in Q1 2019 and held it in 11 quarters. The position peaked at $2K in Q3 2021. 383 funds tracked by Wall St. Rank hold IPGP as of Q4 2021.

  • Liberty Wealth Management reported no remaining IPG Photonics position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 16 IPG Photonics shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in IPG Photonics in Q1 2019 and held it in 11 quarters.
  • Liberty Wealth Management's IPG Photonics position peaked at $2K in Q3 2021.
  • 383 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.