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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 $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

VisionPoint Advisory Group's IPGP Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of IPG Photonics (IPGP) in Q3 2024, closing a stake of 306 shares — an estimated $25.8K sold.

VisionPoint Advisory Group first reported a position in IPGP in Q4 2019 and held it in 6 quarters. The position peaked at $2.81M in Q4 2019. 279 funds tracked by Wall St. Rank hold IPGP as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining IPG Photonics position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 306 IPG Photonics shares in Q3 2024, an estimated $25.8K.
  • VisionPoint Advisory Group first reported a position in IPG Photonics in Q4 2019 and held it in 6 quarters.
  • VisionPoint Advisory Group's IPG Photonics position peaked at $2.81M in Q4 2019.
  • 279 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.