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Riverview Trust Company’s IPG Photonics IPGP Stock Holding History

Riverview Trust Company’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
-150
Closed -$12.7K – 835
2024
Q2 		$12.7K Hold
150
– – 0.01% 590
2024
Q1 		$13.6K Buy
+150
New +$14.1K 0.01% 607
2023
Q4 		– Sell
-150
Closed -$15.2K – 356
2023
Q3 		$15.2K Hold
150
– – 0.01% 524
2023
Q2 		$20.4K Hold
150
– – 0.02% 356
2023
Q1 		$18.5K Hold
150
– – 0.02% 375
2022
Q4 		$14K Hold
150
– – 0.01% 489
2022
Q3 		$13K Buy
+150
New +$14.3K 0.01% 512

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
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

Riverview Trust Company's IPGP Position: Q3 2024 in Review

Riverview Trust Company sold out of IPG Photonics (IPGP) in Q3 2024, closing a stake of 150 shares — an estimated $12.7K sold.

Riverview Trust Company first reported a position in IPGP in Q3 2022 and held it in 7 quarters. The position peaked at $20.4K in Q2 2023. 278 funds tracked by Wall St. Rank hold IPGP as of Q3 2024.

  • Riverview Trust Company reported no remaining IPG Photonics position as of Q3 2024 after selling out during the quarter.
  • Riverview Trust Company sold 150 IPG Photonics shares in Q3 2024, an estimated $12.7K.
  • Riverview Trust Company first reported a position in IPG Photonics in Q3 2022 and held it in 7 quarters.
  • Riverview Trust Company's IPG Photonics position peaked at $20.4K in Q2 2023.
  • 278 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2024.

Based on Riverview Trust Company's 13F filing for Q3 2024, filed 18 Oct 2024.