VAG
IPGP icon

VisionPoint Advisory Group’s IPG Photonics IPGP Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-306
Closed -$25.8K – 499
2024
Q2 		$25.8K Buy
306
+20
+7% +$1.73K 0.01% 357
2024
Q1 		$25.9K Sell
286
-19
-6% -$1.78K 0.01% 356
2023
Q4 		$33.1K Buy
305
+46
+18% +$4.46K 0.01% 305
2023
Q3 		$26.3K Buy
259
+145
+127% +$16.4K 0.01% 331
2023
Q2 		$15.5K Buy
+114
New +$13.4K 0.01% 332
2020
Q1 		– Sell
-19,371
Closed -$2.81M – 139
2019
Q4 		$2.81M Buy
+19,371
New +$2.7M 1.17% 21

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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