RVW Wealth’s IPG Photonics IPGP Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-180	Closed	-$18.3K	–	245
2023 Q3	$18.3K	Buy	+180	New	+$20.3K	﹤0.01%	320

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RVW Wealth's IPGP Position: Q4 2023 in Review

RVW Wealth sold out of IPG Photonics (IPGP) in Q4 2023, closing a stake of 180 shares — an estimated $18.3K sold.

RVW Wealth first reported a position in IPGP in Q3 2023 and held it in 1 quarter. The position peaked at $18.3K in Q3 2023. 314 funds tracked by Wall St. Rank hold IPGP as of Q4 2023.

RVW Wealth reported no remaining IPG Photonics position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 180 IPG Photonics shares in Q4 2023, an estimated $18.3K.
RVW Wealth first reported a position in IPG Photonics in Q3 2023 and held it in 1 quarter.
RVW Wealth's IPG Photonics position peaked at $18.3K in Q3 2023.
314 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.