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Spearhead Capital Advisors’s IPG Photonics IPGP Stock Holding History

Spearhead Capital 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
2020
Q1 		– Sell
-1,393
Closed -$202K – 122
2019
Q4 		$202K Buy
+1,393
New +$194K 0.05% 107
2019
Q3 		– Sell
-1,393
Closed -$215K – 101
2019
Q2 		$215K Buy
+1,393
New +$211K 0.06% 94

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Spearhead Capital Advisors's IPGP Position: Q1 2020 in Review

Spearhead Capital Advisors sold out of IPG Photonics (IPGP) in Q1 2020, closing a stake of 1,393 shares — an estimated $202K sold.

Spearhead Capital Advisors first reported a position in IPGP in Q2 2019 and held it in 2 quarters. The position peaked at $215K in Q2 2019. 381 funds tracked by Wall St. Rank hold IPGP as of Q1 2020.

  • Spearhead Capital Advisors reported no remaining IPG Photonics position as of Q1 2020 after selling out during the quarter.
  • Spearhead Capital Advisors sold 1,393 IPG Photonics shares in Q1 2020, an estimated $202K.
  • Spearhead Capital Advisors first reported a position in IPG Photonics in Q2 2019 and held it in 2 quarters.
  • Spearhead Capital Advisors's IPG Photonics position peaked at $215K in Q2 2019.
  • 381 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2020.

Based on Spearhead Capital Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.