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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return