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Opal Wealth Advisors’s IPG Photonics IPGP Stock Holding History

Opal 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
2024
Q3 		– Sell
-14
Closed -$1.18K – 673
2024
Q2 		$1.18K Buy
+14
New +$1.21K ﹤0.01% 1046

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Opal Wealth Advisors's IPGP Position: Q3 2024 in Review

Opal Wealth Advisors sold out of IPG Photonics (IPGP) in Q3 2024, closing a stake of 14 shares — an estimated $1.18K sold.

Opal Wealth Advisors first reported a position in IPGP in Q2 2024 and held it in 1 quarter. The position peaked at $1.18K in Q2 2024. 278 funds tracked by Wall St. Rank hold IPGP as of Q3 2024.

  • Opal Wealth Advisors reported no remaining IPG Photonics position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 14 IPG Photonics shares in Q3 2024, an estimated $1.18K.
  • Opal Wealth Advisors first reported a position in IPG Photonics in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's IPG Photonics position peaked at $1.18K in Q2 2024.
  • 278 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.