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Regent Peak Wealth Advisors’s IPG Photonics IPGP Stock Holding History

Regent Peak Wealth 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
-72
Closed -$16K – 549
2020
Q4 		$16K Buy
+72
New +$14.4K 0.01% 495

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

Regent Peak Wealth Advisors's IPGP Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of IPG Photonics (IPGP) in Q1 2021, closing a stake of 72 shares — an estimated $16K sold.

Regent Peak Wealth Advisors first reported a position in IPGP in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 425 funds tracked by Wall St. Rank hold IPGP as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining IPG Photonics position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 72 IPG Photonics shares in Q1 2021, an estimated $16K.
  • Regent Peak Wealth Advisors first reported a position in IPG Photonics in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's IPG Photonics position peaked at $16K in Q4 2020.
  • 425 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.