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One Wealth Advisors’s IPG Photonics IPGP Stock Holding History

One 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
2019
Q2 		– Sell
-7
Closed -$1K – 292
2019
Q1 		$1K Buy
+7
New +$991 ﹤0.01% 533
2018
Q3 		– Sell
-448
Closed -$99K – 586
2018
Q2 		$99K Sell
448
-7
-2% -$1.65K 0.08% 193
2018
Q1 		$106K Sell
455
-32
-7% -$7.9K 0.09% 167
2017
Q4 		$104K Buy
+487
New +$103K 0.08% 191

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

One Wealth Advisors's IPGP Position: Q2 2019 in Review

One Wealth Advisors sold out of IPG Photonics (IPGP) in Q2 2019, closing a stake of 7 shares — an estimated $1K sold.

One Wealth Advisors first reported a position in IPGP in Q4 2017 and held it in 4 quarters. The position peaked at $106K in Q1 2018. 438 funds tracked by Wall St. Rank hold IPGP as of Q2 2019.

  • One Wealth Advisors reported no remaining IPG Photonics position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 7 IPG Photonics shares in Q2 2019, an estimated $1K.
  • One Wealth Advisors first reported a position in IPG Photonics in Q4 2017 and held it in 4 quarters.
  • One Wealth Advisors's IPG Photonics position peaked at $106K in Q1 2018.
  • 438 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.