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

Prestige 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
2024 Q4	–	Sell	-14	Closed	-$1.04K	–	1058
2024 Q3	$1.04K	Hold	14	–	–	﹤0.01%	877
2024 Q2	$1.18K	Hold	14	–	–	﹤0.01%	809
2024 Q1	$1.27K	Hold	14	–	–	﹤0.01%	838
2023 Q4	$1.52K	Hold	14	–	–	﹤0.01%	804
2023 Q3	$1.42K	Hold	14	–	–	﹤0.01%	812
2023 Q2	$1.9K	Hold	14	–	–	﹤0.01%	771
2023 Q1	$1.73K	Hold	14	–	–	﹤0.01%	775
2022 Q4	$1.32K	Hold	14	–	–	﹤0.01%	923
2022 Q3	$1K	Buy	14 +1	+8%	+$95	﹤0.01%	859
2022 Q2	$1K	Buy	+13	New	+$1.28K	﹤0.01%	870
2019 Q1	–	Sell	-4	Closed	–	–	810
2018 Q4	$0	Buy	+4	New	+$532	﹤0.01%	1271

Other funds holding IPGP

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Prestige Wealth Management Group's IPGP Position: Q4 2024 in Review

Prestige Wealth Management Group sold out of IPG Photonics (IPGP) in Q4 2024, closing a stake of 14 shares — an estimated $1.04K sold.

Prestige Wealth Management Group first reported a position in IPGP in Q4 2018 and held it in 11 quarters. The position peaked at $1.9K in Q2 2023. 280 funds tracked by Wall St. Rank hold IPGP as of Q4 2024.

Prestige Wealth Management Group reported no remaining IPG Photonics position as of Q4 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 14 IPG Photonics shares in Q4 2024, an estimated $1.04K.
Prestige Wealth Management Group first reported a position in IPG Photonics in Q4 2018 and held it in 11 quarters.
Prestige Wealth Management Group's IPG Photonics position peaked at $1.9K in Q2 2023.
280 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2024.

Based on Prestige Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.