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Next Financial Group’s IPG Photonics IPGP Stock Holding History

Next Financial Group’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 -$3K – 2907
2021
Q3 		$3K Buy
+16
New +$2.94K ﹤0.01% 2377
2017
Q1 		– Sell
-115
Closed -$11K – 2069
2016
Q4 		$11K Buy
+115
New +$10.7K ﹤0.01% 1604

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 $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

Next Financial Group's IPGP Position: Q4 2021 in Review

Next Financial Group sold out of IPG Photonics (IPGP) in Q4 2021, closing a stake of 16 shares — an estimated $3K sold.

Next Financial Group first reported a position in IPGP in Q4 2016 and held it in 2 quarters. The position peaked at $11K in Q4 2016. 381 funds tracked by Wall St. Rank hold IPGP as of Q4 2021.

  • Next Financial Group reported no remaining IPG Photonics position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 16 IPG Photonics shares in Q4 2021, an estimated $3K.
  • Next Financial Group first reported a position in IPG Photonics in Q4 2016 and held it in 2 quarters.
  • Next Financial Group's IPG Photonics position peaked at $11K in Q4 2016.
  • 381 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.