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Sowell Financial Services’s IPG Photonics IPGP Stock Holding History

Sowell Financial Services’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
-291
Closed -$57K – 1595
2021
Q1 		$57K Buy
291
+59
+25% +$13.4K ﹤0.01% 1604
2020
Q4 		$52K Sell
232
-240
-51% -$48.1K ﹤0.01% 1382
2020
Q3 		$80K Buy
472
+456
+2,850% +$75.3K ﹤0.01% 1059
2020
Q2 		$3K Sell
16
-38
-70% -$5.41K ﹤0.01% 2045
2020
Q1 		$6K Buy
54
+38
+238% +$4.97K ﹤0.01% 1764
2019
Q4 		$2K Sell
16
-9
-36% -$1.25K ﹤0.01% 2204
2019
Q3 		$3K Buy
+25
New +$3.31K ﹤0.01% 1937

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Sowell Financial Services's IPGP Position: Q2 2021 in Review

Sowell Financial Services sold out of IPG Photonics (IPGP) in Q2 2021, closing a stake of 291 shares — an estimated $57K sold.

Sowell Financial Services first reported a position in IPGP in Q3 2019 and held it in 7 quarters. The position peaked at $80K in Q3 2020. 398 funds tracked by Wall St. Rank hold IPGP as of Q2 2021.

  • Sowell Financial Services reported no remaining IPG Photonics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 291 IPG Photonics shares in Q2 2021, an estimated $57K.
  • Sowell Financial Services first reported a position in IPG Photonics in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's IPG Photonics position peaked at $80K in Q3 2020.
  • 398 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.