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WESPAC Advisors SoCal’s IPG Photonics IPGP Stock Holding History

WESPAC Advisors SoCal’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
-100
Closed -$15K – 188
2019
Q1 		$15K Hold
100
– – 0.01% 198
2018
Q4 		$11K Hold
100
– – 0.01% 230
2018
Q3 		$15K Buy
+100
New +$18.6K 0.01% 211
2018
Q2 		– Sell
-100
Closed -$23K – 169
2018
Q1 		$23K Hold
100
– – 0.01% 154
2017
Q4 		$21K Hold
100
– – 0.01% 158
2017
Q3 		$18K Hold
100
– – 0.01% 172
2017
Q2 		$14K Hold
100
– – 0.01% 173
2017
Q1 		$12.1K Hold
100
– – 0.01% 178
2016
Q4 		$9.87K Hold
100
– – 0.01% 190
2016
Q3 		$8.23K Hold
100
– – 0.01% 207
2016
Q2 		$8K Buy
+100
New +$8.79K 0.01% 222

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

WESPAC Advisors SoCal's IPGP Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of IPG Photonics (IPGP) in Q2 2019, closing a stake of 100 shares — an estimated $15K sold.

WESPAC Advisors SoCal first reported a position in IPGP in Q2 2016 and held it in 11 quarters. The position peaked at $23K in Q1 2018. 438 funds tracked by Wall St. Rank hold IPGP as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining IPG Photonics position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 100 IPG Photonics shares in Q2 2019, an estimated $15K.
  • WESPAC Advisors SoCal first reported a position in IPG Photonics in Q2 2016 and held it in 11 quarters.
  • WESPAC Advisors SoCal's IPG Photonics position peaked at $23K in Q1 2018.
  • 438 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.