Spire Wealth Management’s IPG Photonics IPGP Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-104	Closed	-$12.8K	–	2462
2023 Q1	$12.8K	Buy	104 +98	+1,633%	+$11.4K	﹤0.01%	1767
2022 Q4	$1K	Buy	+6	New	+$538	﹤0.01%	2196
2022 Q3	–	Sell	-2,754	Closed	-$259K	–	2388
2022 Q2	$259K	Buy	+2,754	New	+$272K	0.01%	674
2022 Q1	–	Sell	-27	Closed	-$5K	–	2693
2021 Q4	$5K	Buy	+27	New	+$4.46K	﹤0.01%	2564
2021 Q2	–	Sell	-27	Closed	-$6K	–	2769
2021 Q1	$6K	Buy	+27	New	+$6.13K	﹤0.01%	2571

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Spire Wealth Management's IPGP Position: Q2 2023 in Review

Spire Wealth Management sold out of IPG Photonics (IPGP) in Q2 2023, closing a stake of 104 shares — an estimated $12.8K sold.

Spire Wealth Management first reported a position in IPGP in Q1 2021 and held it in 5 quarters. The position peaked at $259K in Q2 2022. 326 funds tracked by Wall St. Rank hold IPGP as of Q2 2023.

Spire Wealth Management reported no remaining IPG Photonics position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 104 IPG Photonics shares in Q2 2023, an estimated $12.8K.
Spire Wealth Management first reported a position in IPG Photonics in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's IPG Photonics position peaked at $259K in Q2 2022.
326 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.