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Valeo Financial Advisors’s IPG Photonics IPGP Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-3
Closed – – 1859
2020
Q2 		$0 Buy
+3
New +$427 ﹤0.01% 2083
2018
Q4 		– Sell
-19
Closed -$3K – 1605
2018
Q3 		$3K Buy
+19
New +$3.53K ﹤0.01% 1352

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Valeo Financial Advisors's IPGP Position: Q3 2020 in Review

Valeo Financial Advisors sold out of IPG Photonics (IPGP) in Q3 2020, closing a stake of 3 shares.

Valeo Financial Advisors first reported a position in IPGP in Q3 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 382 funds tracked by Wall St. Rank hold IPGP as of Q3 2020.

  • Valeo Financial Advisors reported no remaining IPG Photonics position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 3 IPG Photonics shares in Q3 2020.
  • Valeo Financial Advisors first reported a position in IPG Photonics in Q3 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's IPG Photonics position peaked at $3K in Q3 2018.
  • 382 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.