TRUE Private Wealth Advisors’s IPG Photonics IPGP Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-250	Closed	-$55K	–	461
2020 Q4	$55K	Hold	250	–	–	0.01%	343
2020 Q3	$42K	Hold	250	–	–	0.01%	343
2020 Q2	$40K	Hold	250	–	–	0.01%	342
2020 Q1	$27K	Hold	250	–	–	0.01%	347
2019 Q4	$36K	Buy	+250	New	+$34.8K	0.01%	408
2019 Q3	–	Sell	-250	Closed	-$38K	–	475
2019 Q2	$38K	Buy	+250	New	+$37.8K	0.01%	376
2018 Q4	–	Sell	-250	Closed	-$39K	–	579
2018 Q3	$39K	Buy	+250	New	+$46.4K	0.01%	492

Other funds holding IPGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's IPGP Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of IPG Photonics (IPGP) in Q1 2021, closing a stake of 250 shares — an estimated $55K sold.

TRUE Private Wealth Advisors first reported a position in IPGP in Q3 2018 and held it in 7 quarters. The position peaked at $55K in Q4 2020. 427 funds tracked by Wall St. Rank hold IPGP as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining IPG Photonics position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 250 IPG Photonics shares in Q1 2021, an estimated $55K.
TRUE Private Wealth Advisors first reported a position in IPG Photonics in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's IPG Photonics position peaked at $55K in Q4 2020.
427 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.