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Pinnacle Wealth Management Group’s IPG Photonics IPGP Stock Holding History

Pinnacle Wealth Management 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
2022
Q2 		– Sell
-2,000
Closed -$220K – 120
2022
Q1 		$220K Hold
2,000
– – 0.17% 113
2021
Q4 		$344K Hold
2,000
– – 0.26% 90
2021
Q3 		$317K Hold
2,000
– – 0.24% 94
2021
Q2 		$422K Buy
+2,000
New +$421K 0.31% 79

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Management Group's IPGP Position: Q2 2022 in Review

Pinnacle Wealth Management Group sold out of IPG Photonics (IPGP) in Q2 2022, closing a stake of 2,000 shares — an estimated $220K sold.

Pinnacle Wealth Management Group first reported a position in IPGP in Q2 2021 and held it in 4 quarters. The position peaked at $422K in Q2 2021. 331 funds tracked by Wall St. Rank hold IPGP as of Q2 2022.

  • Pinnacle Wealth Management Group reported no remaining IPG Photonics position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 2,000 IPG Photonics shares in Q2 2022, an estimated $220K.
  • Pinnacle Wealth Management Group first reported a position in IPG Photonics in Q2 2021 and held it in 4 quarters.
  • Pinnacle Wealth Management Group's IPG Photonics position peaked at $422K in Q2 2021.
  • 331 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2022, filed 2 Aug 2022.