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Venturi Wealth Management’s IPG Photonics IPGP Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-1,048
Closed -$76.2K – 1209
2024
Q4 		$76.2K Buy
1,048
+818
+356% +$62.8K ﹤0.01% 878
2024
Q3 		$17.1K Buy
230
+183
+389% +$13.7K ﹤0.01% 1059
2024
Q2 		$3.97K Sell
47
-70
-60% -$6.05K ﹤0.01% 1269
2024
Q1 		$10.6K Buy
117
+98
+516% +$9.21K ﹤0.01% 923
2023
Q4 		$2.06K Buy
+19
New +$1.84K ﹤0.01% 1214

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's IPGP Position: Q1 2025 in Review

Venturi Wealth Management sold out of IPG Photonics (IPGP) in Q1 2025, closing a stake of 1,048 shares — an estimated $76.2K sold.

Venturi Wealth Management first reported a position in IPGP in Q4 2023 and held it in 5 quarters. The position peaked at $76.2K in Q4 2024. 265 funds tracked by Wall St. Rank hold IPGP as of Q1 2025.

  • Venturi Wealth Management reported no remaining IPG Photonics position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,048 IPG Photonics shares in Q1 2025, an estimated $76.2K.
  • Venturi Wealth Management first reported a position in IPG Photonics in Q4 2023 and held it in 5 quarters.
  • Venturi Wealth Management's IPG Photonics position peaked at $76.2K in Q4 2024.
  • 265 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.