LWM
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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

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
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 $14.3B AUM 19.8% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return