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Sonora Investment Management Group’s IPG Photonics IPGP Stock Holding History

Sonora Investment Management Group’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
Q1 		– Sell
-2,138
Closed -$232K – 290
2023
Q4 		$232K Sell
2,138
-110
-5% -$10.7K 0.02% 233
2023
Q3 		$228K Hold
2,248
– – 0.02% 225
2023
Q2 		$305K Sell
2,248
-20
-0.9% -$2.36K 0.03% 208
2023
Q1 		$280K Hold
2,268
– – 0.02% 219
2022
Q4 		$215K Hold
2,268
– – 0.02% 243
2022
Q3 		$213K Hold
2,268
– – 0.03% 184
2022
Q2 		$213K Sell
2,268
-40
-2% -$3.95K 0.02% 217
2022
Q1 		$254K Sell
2,308
-10
-0.4% -$1.38K 0.03% 179
2021
Q4 		$399K Buy
+2,318
New +$383K 0.05% 150

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
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
Dimensional Fund Advisors
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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sonora Investment Management Group's IPGP Position: Q1 2024 in Review

Sonora Investment Management Group sold out of IPG Photonics (IPGP) in Q1 2024, closing a stake of 2,138 shares — an estimated $232K sold.

Sonora Investment Management Group first reported a position in IPGP in Q4 2021 and held it in 9 quarters. The position peaked at $399K in Q4 2021. 312 funds tracked by Wall St. Rank hold IPGP as of Q1 2024.

  • Sonora Investment Management Group reported no remaining IPG Photonics position as of Q1 2024 after selling out during the quarter.
  • Sonora Investment Management Group sold 2,138 IPG Photonics shares in Q1 2024, an estimated $232K.
  • Sonora Investment Management Group first reported a position in IPG Photonics in Q4 2021 and held it in 9 quarters.
  • Sonora Investment Management Group's IPG Photonics position peaked at $399K in Q4 2021.
  • 312 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2024.

Based on Sonora Investment Management Group's 13F filing for Q1 2024, filed 14 May 2024.