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Stratos Wealth Partners’s IPG Photonics IPGP Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-100
Closed -$16K – 1637
2018
Q3 		$16K Buy
+100
New +$18.6K ﹤0.01% 1977
2018
Q2 		– Sell
-100
Closed -$23K – 1760
2018
Q1 		$23K Sell
100
-21
-17% -$5.18K ﹤0.01% 1966
2017
Q4 		$26K Buy
+121
New +$25.7K ﹤0.01% 1812

Other funds holding IPGP

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Stratos Wealth Partners's IPGP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of IPG Photonics (IPGP) in Q4 2018, closing a stake of 100 shares — an estimated $16K sold.

Stratos Wealth Partners first reported a position in IPGP in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q4 2017. 438 funds tracked by Wall St. Rank hold IPGP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining IPG Photonics position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 100 IPG Photonics shares in Q4 2018, an estimated $16K.
  • Stratos Wealth Partners first reported a position in IPG Photonics in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's IPG Photonics position peaked at $26K in Q4 2017.
  • 438 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.