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Wealthfront’s IPG Photonics IPGP Stock Holding History

Wealthfront’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
2018
Q3 		$259K Sell
1,661
-679
-29% -$126K ﹤0.01% 468
2018
Q2 		$516K Buy
+2,340
New +$552K 0.01% 364
2015
Q4 		– Sell
-135
Closed -$10K – 650
2015
Q3 		$10K Buy
135
+73
+118% +$6.19K ﹤0.01% 958
2015
Q2 		$5K Buy
62
+30
+94% +$2.82K ﹤0.01% 1047
2015
Q1 		$3K Buy
32
+31
+3,100% +$2.68K ﹤0.01% 914
2014
Q4 		$0 Buy
+1
New +$71 ﹤0.01% 824

Other funds holding IPGP

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Wealthfront's IPGP Position: Q3 2018 in Review

Wealthfront reduced its IPG Photonics (IPGP) stake by 29% in Q3 2018, selling an estimated $126K and leaving 1,661 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Wealthfront first reported a position in IPGP in Q4 2014 and has held it in 6 quarters since. The position peaked at $516K in Q2 2018. 474 funds tracked by Wall St. Rank hold IPGP as of Q3 2018.

  • Wealthfront held 1,661 shares of IPG Photonics worth $259K as of Q3 2018.
  • Wealthfront sold 679 IPG Photonics shares in Q3 2018, an estimated $126K.
  • IPG Photonics made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #468 holding.
  • Wealthfront first reported a position in IPG Photonics in Q4 2014 and has held it in 6 quarters since.
  • Wealthfront's IPG Photonics position peaked at $516K in Q2 2018.
  • 474 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.