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Optimum Investment Advisors’s IPG Photonics IPGP Stock Holding History

Optimum Investment 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
2023
Q4 		– Sell
-100
Closed -$10.2K – 688
2023
Q3 		$10.2K Hold
100
– – 0.01% 542
2023
Q2 		$13.6K Hold
100
– – 0.01% 520
2023
Q1 		$12.3K Hold
100
– – 0.01% 541
2022
Q4 		$9.47K Hold
100
– – 0.01% 572
2022
Q3 		$8K Hold
100
– – ﹤0.01% 605
2022
Q2 		$9K Sell
100
-250
-71% -$24.7K ﹤0.01% 616
2022
Q1 		$38K Sell
350
-150
-30% -$20.6K 0.02% 484
2021
Q4 		$86K Hold
500
– – 0.03% 364
2021
Q3 		$79K Sell
500
-811
-62% -$149K 0.03% 374
2021
Q2 		$276K Sell
1,311
-150
-10% -$31.6K 0.09% 211
2021
Q1 		$308K Sell
1,461
-397
-21% -$90.2K 0.09% 205
2020
Q4 		$416K Hold
1,858
– – 0.13% 152
2020
Q3 		$316K Hold
1,858
– – 0.11% 170
2020
Q2 		$298K Hold
1,858
– – 0.1% 177
2020
Q1 		$205K Sell
1,858
-502
-21% -$65.7K 0.08% 211
2019
Q4 		$342K Buy
2,360
+75
+3% +$10.4K 0.1% 198
2019
Q3 		$310K Sell
2,285
-1,100
-32% -$146K 0.1% 207
2019
Q2 		$522K Sell
3,385
-850
-20% -$129K 0.17% 145
2019
Q1 		$643K Buy
4,235
+1,200
+40% +$170K 0.21% 122
2018
Q4 		$344K Sell
3,035
-3,800
-56% -$505K 0.12% 176
2018
Q3 		$1.07M Buy
6,835
+235
+4% +$43.6K 0.29% 86
2018
Q2 		$1.46M Sell
6,600
-300
-4% -$70.8K 0.42% 59
2018
Q1 		$1.61M Sell
6,900
-375
-5% -$92.5K 0.47% 47
2017
Q4 		$1.56M Buy
7,275
+25
+0.3% +$5.31K 0.5% 53
2017
Q3 		$1.34M Sell
7,250
-800
-10% -$133K 0.45% 56
2017
Q2 		$1.17M Buy
8,050
+900
+13% +$121K 0.4% 71
2017
Q1 		$863K Buy
+7,150
New +$809K 0.31% 100

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's IPGP Position: Q4 2023 in Review

Optimum Investment Advisors sold out of IPG Photonics (IPGP) in Q4 2023, closing a stake of 100 shares — an estimated $10.2K sold.

Optimum Investment Advisors first reported a position in IPGP in Q1 2017 and held it in 27 quarters. The position peaked at $1.61M in Q1 2018. 314 funds tracked by Wall St. Rank hold IPGP as of Q4 2023.

  • Optimum Investment Advisors reported no remaining IPG Photonics position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 IPG Photonics shares in Q4 2023, an estimated $10.2K.
  • Optimum Investment Advisors first reported a position in IPG Photonics in Q1 2017 and held it in 27 quarters.
  • Optimum Investment Advisors's IPG Photonics position peaked at $1.61M in Q1 2018.
  • 314 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.