Wealthfront Advisers
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Wealthfront Advisers’s IPG Photonics IPGP Stock Holding History

Wealthfront Advisers’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
Q3 		– Sell
-2,245
Closed -$473K – 694
2021
Q2 		$473K Sell
2,245
-2,393
-52% -$504K ﹤0.01% 528
2021
Q1 		$978K Buy
4,638
+2,217
+92% +$504K 0.01% 384
2020
Q4 		$542K Buy
2,421
+81
+3% +$16.2K ﹤0.01% 428
2020
Q3 		$398K Buy
+2,340
New +$386K ﹤0.01% 430

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wealthfront Advisers's IPGP Position: Q3 2021 in Review

Wealthfront Advisers sold out of IPG Photonics (IPGP) in Q3 2021, closing a stake of 2,245 shares — an estimated $473K sold.

Wealthfront Advisers first reported a position in IPGP in Q3 2020 and held it in 4 quarters. The position peaked at $978K in Q1 2021. 379 funds tracked by Wall St. Rank hold IPGP as of Q3 2021.

  • Wealthfront Advisers reported no remaining IPG Photonics position as of Q3 2021 after selling out during the quarter.
  • Wealthfront Advisers sold 2,245 IPG Photonics shares in Q3 2021, an estimated $473K.
  • Wealthfront Advisers first reported a position in IPG Photonics in Q3 2020 and held it in 4 quarters.
  • Wealthfront Advisers's IPG Photonics position peaked at $978K in Q1 2021.
  • 379 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2021.

Based on Wealthfront Advisers's 13F filing for Q3 2021, filed 15 Nov 2021.