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Ropes Wealth Advisors’s IPG Photonics IPGP Stock Holding History

Ropes 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
-200
Closed -$45K – 502
2020
Q4 		$45K Buy
+200
New +$40.1K 0.01% 393
2019
Q4 		– Sell
-172
Closed -$23K – 545
2019
Q3 		$23K Sell
172
-353
-67% -$46.7K ﹤0.01% 419
2019
Q2 		$81K Sell
525
-1,337
-72% -$202K 0.02% 293
2019
Q1 		$283K Hold
1,862
– – 0.07% 189
2018
Q4 		$211K Buy
1,862
+412
+28% +$54.8K 0.06% 201
2018
Q3 		$226K Sell
1,450
-700
-33% -$130K 0.06% 217
2018
Q2 		$474K Hold
2,150
– – 0.13% 142
2018
Q1 		$502K Sell
2,150
-53
-2% -$13.1K 0.14% 138
2017
Q4 		$472K Sell
2,203
-1,013
-31% -$215K 0.12% 143
2017
Q3 		$595K Sell
3,216
-119
-4% -$19.8K 0.16% 121
2017
Q2 		$484K Hold
3,335
– – 0.14% 134
2017
Q1 		$403K Buy
3,335
+149
+5% +$16.9K 0.12% 150
2016
Q4 		$314K Buy
3,186
+1,136
+55% +$106K 0.1% 167
2016
Q3 		$169K Buy
2,050
+1,520
+287% +$127K 0.06% 206
2016
Q2 		$42K Buy
530
+172
+48% +$15.1K 0.01% 274
2016
Q1 		$34K Sell
358
-547
-60% -$46.4K 0.02% 246
2015
Q4 		$81K Buy
905
+761
+528% +$65.2K 0.04% 213
2015
Q3 		$11K Hold
144
– – 0.01% 341
2015
Q2 		$12K Hold
144
– – 0.01% 248
2015
Q1 		$13K Buy
+144
New +$12.4K 0.01% 251

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

Ropes Wealth Advisors's IPGP Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of IPG Photonics (IPGP) in Q1 2021, closing a stake of 200 shares — an estimated $45K sold.

Ropes Wealth Advisors first reported a position in IPGP in Q1 2015 and held it in 20 quarters. The position peaked at $595K in Q3 2017. 425 funds tracked by Wall St. Rank hold IPGP as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining IPG Photonics position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 200 IPG Photonics shares in Q1 2021, an estimated $45K.
  • Ropes Wealth Advisors first reported a position in IPG Photonics in Q1 2015 and held it in 20 quarters.
  • Ropes Wealth Advisors's IPG Photonics position peaked at $595K in Q3 2017.
  • 425 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.