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Taylor Hoffman Wealth Management’s IPG Photonics IPGP Stock Holding History

Taylor Hoffman 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
2020
Q3 		– Sell
-948
Closed -$152K – 232
2020
Q2 		$152K Buy
+948
New +$135K 0.1% 128
2020
Q1 		– Sell
-1,348
Closed -$195K – 237
2019
Q4 		$195K Buy
1,348
+635
+89% +$88.4K 0.13% 123
2019
Q3 		$97K Buy
+713
New +$94.4K 0.07% 153

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Taylor Hoffman Wealth Management's IPGP Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of IPG Photonics (IPGP) in Q3 2020, closing a stake of 948 shares — an estimated $152K sold.

Taylor Hoffman Wealth Management first reported a position in IPGP in Q3 2019 and held it in 3 quarters. The position peaked at $195K in Q4 2019. 384 funds tracked by Wall St. Rank hold IPGP as of Q3 2020.

  • Taylor Hoffman Wealth Management reported no remaining IPG Photonics position as of Q3 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 948 IPG Photonics shares in Q3 2020, an estimated $152K.
  • Taylor Hoffman Wealth Management first reported a position in IPG Photonics in Q3 2019 and held it in 3 quarters.
  • Taylor Hoffman Wealth Management's IPG Photonics position peaked at $195K in Q4 2019.
  • 384 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.