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Wealthspire Advisors (Maryland)’s IPG Photonics IPGP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-113
Closed -$17K – 1206
2019
Q1 		$17K Buy
113
+12
+12% +$1.7K ﹤0.01% 1340
2018
Q4 		$11K Buy
101
+66
+189% +$8.77K ﹤0.01% 1425
2018
Q3 		$5K Buy
35
+8
+30% +$1.48K ﹤0.01% 1800
2018
Q2 		$6K Sell
27
-19
-41% -$4.48K ﹤0.01% 1720
2018
Q1 		$11K Buy
46
+4
+10% +$987 ﹤0.01% 1524
2017
Q4 		$9K Hold
42
– – ﹤0.01% 1630
2017
Q3 		$8K Sell
42
-41
-49% -$6.81K ﹤0.01% 1654
2017
Q2 		$12K Buy
83
+71
+592% +$9.53K ﹤0.01% 1464
2017
Q1 		$1K Sell
12
-69
-85% -$7.81K ﹤0.01% 1808
2016
Q4 		$8K Buy
81
+78
+2,600% +$7.28K ﹤0.01% 1289
2016
Q3 		$0 Hold
3
– – ﹤0.01% 1771
2016
Q2 		$0 Hold
3
– – ﹤0.01% 1748
2016
Q1 		$0 Hold
3
– – ﹤0.01% 1796
2015
Q4 		$0 Buy
+3
New +$257 ﹤0.01% 1745

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IPGP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of IPG Photonics (IPGP) in Q2 2019, closing a stake of 113 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in IPGP in Q4 2015 and held it in 14 quarters. The position peaked at $17K in Q1 2019. 438 funds tracked by Wall St. Rank hold IPGP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining IPG Photonics position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 113 IPG Photonics shares in Q2 2019, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in IPG Photonics in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s IPG Photonics position peaked at $17K in Q1 2019.
  • 438 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.