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TCI Wealth Advisors’s IPG Photonics IPGP Stock Holding History

TCI 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
Q2 		– Sell
-93
Closed -$11.5K – 1183
2023
Q1 		$11.5K Buy
93
+76
+447% +$8.8K ﹤0.01% 995
2022
Q4 		$1.61K Buy
17
+3
+21% +$269 ﹤0.01% 2022
2022
Q3 		$1K Buy
+14
New +$1.33K ﹤0.01% 2099
2022
Q2 		– Sell
-41
Closed -$5K – 2389
2022
Q1 		$5K Buy
+41
New +$5.64K ﹤0.01% 1556
2021
Q4 		– Sell
-3
Closed – – 2404
2021
Q3 		$0 Sell
3
-56
-95% -$10.3K ﹤0.01% 2475
2021
Q2 		$12K Hold
59
– – ﹤0.01% 853
2021
Q1 		$12K Sell
59
-7
-11% -$1.59K 0.01% 753
2020
Q4 		$15K Buy
66
+60
+1,000% +$12K 0.01% 554
2020
Q3 		$1K Buy
+6
New +$990 ﹤0.01% 1346

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

TCI Wealth Advisors's IPGP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of IPG Photonics (IPGP) in Q2 2023, closing a stake of 93 shares — an estimated $11.5K sold.

TCI Wealth Advisors first reported a position in IPGP in Q3 2020 and held it in 9 quarters. The position peaked at $15K in Q4 2020. 326 funds tracked by Wall St. Rank hold IPGP as of Q2 2023.

  • TCI Wealth Advisors reported no remaining IPG Photonics position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 93 IPG Photonics shares in Q2 2023, an estimated $11.5K.
  • TCI Wealth Advisors first reported a position in IPG Photonics in Q3 2020 and held it in 9 quarters.
  • TCI Wealth Advisors's IPG Photonics position peaked at $15K in Q4 2020.
  • 326 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.