Sutton Wealth Advisors’s IPG Photonics IPGP Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-9	Closed	-$852	–	1169
2022 Q4	$852	Hold	9	–	–	﹤0.01%	1369
2022 Q3	$759	Buy	+9	New	+$855	﹤0.01%	1372
2022 Q2	–	Sell	-19	Closed	-$2.08K	–	1675
2022 Q1	$2.08K	Sell	19 -1	-5%	-$137	﹤0.01%	1197
2021 Q4	$3.44K	Buy	20 +1	+5%	+$165	﹤0.01%	1130
2021 Q3	$3.01K	Hold	19	–	–	﹤0.01%	1123
2021 Q2	$4K	Hold	19	–	–	﹤0.01%	1081
2021 Q1	$4.01K	Hold	19	–	–	﹤0.01%	1049
2020 Q4	$4.25K	Hold	19	–	–	﹤0.01%	1009
2020 Q3	$3.23K	Hold	19	–	–	﹤0.01%	1018
2020 Q2	$3.05K	Buy	+19	New	+$2.71K	﹤0.01%	1001

Other funds holding IPGP

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

Sutton Wealth Advisors's IPGP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of IPG Photonics (IPGP) in Q1 2023, closing a stake of 9 shares — an estimated $852 sold.

Sutton Wealth Advisors first reported a position in IPGP in Q2 2020 and held it in 10 quarters. The position peaked at $4.25K in Q4 2020. 305 funds tracked by Wall St. Rank hold IPGP as of Q1 2023.

Sutton Wealth Advisors reported no remaining IPG Photonics position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 9 IPG Photonics shares in Q1 2023, an estimated $852.
Sutton Wealth Advisors first reported a position in IPG Photonics in Q2 2020 and held it in 10 quarters.
Sutton Wealth Advisors's IPG Photonics position peaked at $4.25K in Q4 2020.
305 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.