SOA Wealth Advisors’s IPG Photonics IPGP Stock Holding History

SOA 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 Q2	–	Sell	-1	Closed	–	–	912
2021 Q1	$0	Buy	+1	New	+$227	﹤0.01%	862

Other funds holding IPGP

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

SOA Wealth Advisors's IPGP Position: Q2 2021 in Review

SOA Wealth Advisors sold out of IPG Photonics (IPGP) in Q2 2021, closing a stake of 1 share.

SOA Wealth Advisors first reported a position in IPGP in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 396 funds tracked by Wall St. Rank hold IPGP as of Q2 2021.

SOA Wealth Advisors reported no remaining IPG Photonics position as of Q2 2021 after selling out during the quarter.
SOA Wealth Advisors sold 1 IPG Photonics share in Q2 2021.
SOA Wealth Advisors first reported a position in IPG Photonics in Q1 2021 and held it in 1 quarter.
SOA Wealth Advisors's IPG Photonics position peaked at $0 in Q1 2021.
396 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2021.

Based on SOA Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.