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Plante Moran Financial Advisors’s IPG Photonics IPGP Stock Holding History

Plante Moran Financial 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
2021
Q1 		– Sell
-100
Closed -$22K – 1052
2020
Q4 		$22K Hold
100
– – 0.01% 514
2020
Q3 		$17K Hold
100
– – 0.01% 526
2020
Q2 		$16K Buy
+100
New +$14.2K 0.01% 466

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plante Moran Financial Advisors's IPGP Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of IPG Photonics (IPGP) in Q1 2021, closing a stake of 100 shares — an estimated $22K sold.

Plante Moran Financial Advisors first reported a position in IPGP in Q2 2020 and held it in 3 quarters. The position peaked at $22K in Q4 2020. 425 funds tracked by Wall St. Rank hold IPGP as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining IPG Photonics position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 100 IPG Photonics shares in Q1 2021, an estimated $22K.
  • Plante Moran Financial Advisors first reported a position in IPG Photonics in Q2 2020 and held it in 3 quarters.
  • Plante Moran Financial Advisors's IPG Photonics position peaked at $22K in Q4 2020.
  • 425 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.