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Partnership Wealth Management’s IPG Photonics IPGP Stock Holding History

Partnership Wealth Management’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
-12,580
Closed -$1.06M – 203
2024
Q2 		$1.06M Sell
12,580
-4,981
-28% -$430K 0.78% 34
2024
Q1 		$1.59M Buy
17,561
+13,923
+383% +$1.31M 1.12% 32
2023
Q4 		$356K Buy
+3,638
New +$352K 0.27% 75

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Partnership Wealth Management's IPGP Position: Q3 2024 in Review

Partnership Wealth Management sold out of IPG Photonics (IPGP) in Q3 2024, closing a stake of 12,580 shares — an estimated $1.06M sold.

Partnership Wealth Management first reported a position in IPGP in Q4 2023 and held it in 3 quarters. The position peaked at $1.59M in Q1 2024. 279 funds tracked by Wall St. Rank hold IPGP as of Q3 2024.

  • Partnership Wealth Management reported no remaining IPG Photonics position as of Q3 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 12,580 IPG Photonics shares in Q3 2024, an estimated $1.06M.
  • Partnership Wealth Management first reported a position in IPG Photonics in Q4 2023 and held it in 3 quarters.
  • Partnership Wealth Management's IPG Photonics position peaked at $1.59M in Q1 2024.
  • 279 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2024.

Based on Partnership Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.