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Toth Financial Advisory’s IPG Photonics IPGP Stock Holding History

Toth Financial Advisory’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
2024
Q4 		– Sell
-100
Closed -$7.43K – 725
2024
Q3 		$7.43K Hold
100
– – ﹤0.01% 481
2024
Q2 		$8.44K Hold
100
– – ﹤0.01% 477
2024
Q1 		$9.07K Buy
+100
New +$9.39K ﹤0.01% 468

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Toth Financial Advisory's IPGP Position: Q4 2024 in Review

Toth Financial Advisory sold out of IPG Photonics (IPGP) in Q4 2024, closing a stake of 100 shares — an estimated $7.43K sold.

Toth Financial Advisory first reported a position in IPGP in Q1 2024 and held it in 3 quarters. The position peaked at $9.07K in Q1 2024. 280 funds tracked by Wall St. Rank hold IPGP as of Q4 2024.

  • Toth Financial Advisory reported no remaining IPG Photonics position as of Q4 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 100 IPG Photonics shares in Q4 2024, an estimated $7.43K.
  • Toth Financial Advisory first reported a position in IPG Photonics in Q1 2024 and held it in 3 quarters.
  • Toth Financial Advisory's IPG Photonics position peaked at $9.07K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.