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TFC Financial Management’s IPG Photonics IPGP Stock Holding History

TFC Financial 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
Q1 		– Sell
-85
Closed -$8.05K – 693
2022
Q4 		$8.05K Hold
85
– – ﹤0.01% 311
2022
Q3 		$7K Hold
85
– – ﹤0.01% 341
2022
Q2 		$8K Hold
85
– – ﹤0.01% 320
2022
Q1 		$9K Hold
85
– – ﹤0.01% 317
2021
Q4 		$15K Hold
85
– – ﹤0.01% 299
2021
Q3 		$13K Hold
85
– – ﹤0.01% 311
2021
Q2 		$18K Hold
85
– – 0.01% 277
2021
Q1 		$18K Hold
85
– – 0.01% 263
2020
Q4 		$19K Hold
85
– – 0.01% 254
2020
Q3 		$14K Buy
+85
New +$14K 0.01% 264

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

TFC Financial Management's IPGP Position: Q1 2023 in Review

TFC Financial Management sold out of IPG Photonics (IPGP) in Q1 2023, closing a stake of 85 shares — an estimated $8.05K sold.

TFC Financial Management first reported a position in IPGP in Q3 2020 and held it in 10 quarters. The position peaked at $19K in Q4 2020. 305 funds tracked by Wall St. Rank hold IPGP as of Q1 2023.

  • TFC Financial Management reported no remaining IPG Photonics position as of Q1 2023 after selling out during the quarter.
  • TFC Financial Management sold 85 IPG Photonics shares in Q1 2023, an estimated $8.05K.
  • TFC Financial Management first reported a position in IPG Photonics in Q3 2020 and held it in 10 quarters.
  • TFC Financial Management's IPG Photonics position peaked at $19K in Q4 2020.
  • 305 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2023.

Based on TFC Financial Management's 13F filing for Q1 2023, filed 8 May 2023.