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Loring Wolcott & Coolidge Fiduciary Advisors’s IPG Photonics IPGP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-15
Closed -$3K – 848
2021
Q2 		$3K Buy
+15
New +$3.16K ﹤0.01% 801
2020
Q2 		– Sell
-15
Closed -$2K – 613
2020
Q1 		$2K Hold
15
– – ﹤0.01% 615
2019
Q4 		$2K Buy
+15
New +$2.09K ﹤0.01% 648

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $175B AUM 40.63% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IPGP Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of IPG Photonics (IPGP) in Q3 2021, closing a stake of 15 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IPGP in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 380 funds tracked by Wall St. Rank hold IPGP as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining IPG Photonics position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 15 IPG Photonics shares in Q3 2021, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IPG Photonics in Q4 2019 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's IPG Photonics position peaked at $3K in Q2 2021.
  • 380 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.