YorkBridge Wealth Partners’s IPG Photonics IPGP Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-19	Closed	-$3K	–	405
2019 Q2	$3K	Sell	19 -13	-41%	-$1.97K	﹤0.01%	680
2019 Q1	$5K	Sell	32 -30	-48%	-$4.25K	﹤0.01%	658
2018 Q4	$7K	Sell	62 -682	-92%	-$90.7K	﹤0.01%	603
2018 Q3	$116K	Buy	744 +143	+24%	+$26.5K	0.05%	259
2018 Q2	$133K	Buy	601 +20	+3%	+$4.72K	0.06%	241
2018 Q1	$132K	Buy	581 +14	+2%	+$3.46K	0.06%	240
2017 Q4	$133K	Sell	567 -152	-21%	-$32.3K	0.06%	230
2017 Q3	$133K	Sell	719 -95	-12%	-$15.8K	0.07%	223
2017 Q2	$118K	Sell	814 -81	-9%	-$10.9K	0.06%	237
2017 Q1	$122K	Buy	895 +109	+14%	+$12.3K	0.06%	227
2016 Q4	$77K	Buy	+786	New	+$73.3K	0.05%	284

Other funds holding IPGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

YorkBridge Wealth Partners's IPGP Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of IPG Photonics (IPGP) in Q3 2019, closing a stake of 19 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in IPGP in Q4 2016 and held it in 11 quarters. The position peaked at $133K in Q2 2018. 410 funds tracked by Wall St. Rank hold IPGP as of Q3 2019.

YorkBridge Wealth Partners reported no remaining IPG Photonics position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 19 IPG Photonics shares in Q3 2019, an estimated $3K.
YorkBridge Wealth Partners first reported a position in IPG Photonics in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's IPG Photonics position peaked at $133K in Q2 2018.
410 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.