Aaron Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History

Aaron Wealth Advisors’s Portfolio IPG Stock Details IPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,888	Closed	-$218K	–	468
2024 Q3	$218K	Buy	+6,888	New	+$211K	0.03%	392
2023 Q3	–	Sell	-6,041	Closed	-$233K	–	268
2023 Q2	$233K	Sell	6,041 -218	-3%	-$8.22K	0.03%	230
2023 Q1	$233K	Buy	+6,259	New	+$225K	0.03%	226
2022 Q4	–	Sell	-12,810	Closed	-$328K	–	257
2022 Q3	$328K	Sell	12,810 -127	-1%	-$3.6K	0.06%	161
2022 Q2	$356K	Buy	12,937 +238	+2%	+$7.55K	0.09%	134
2022 Q1	$450K	Sell	12,699 -131	-1%	-$4.72K	0.1%	115
2021 Q4	$480K	Sell	12,830 -144	-1%	-$5.24K	0.13%	103
2021 Q3	$475K	Buy	12,974 +437	+3%	+$15.6K	0.13%	93
2021 Q2	$407K	Sell	12,537 -855	-6%	-$27.3K	0.13%	105
2021 Q1	$391K	Buy	+13,392	New	+$353K	0.14%	101

Other funds holding IPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Aaron Wealth Advisors's IPG Position: Q4 2024 in Review

Aaron Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q4 2024, closing a stake of 6,888 shares — an estimated $218K sold.

Aaron Wealth Advisors first reported a position in IPG in Q1 2021 and held it in 10 quarters. The position peaked at $480K in Q4 2021. 741 funds tracked by Wall St. Rank hold IPG as of Q4 2024.

Aaron Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q4 2024 after selling out during the quarter.
Aaron Wealth Advisors sold 6,888 Interpublic Group of Companies shares in Q4 2024, an estimated $218K.
Aaron Wealth Advisors first reported a position in Interpublic Group of Companies in Q1 2021 and held it in 10 quarters.
Aaron Wealth Advisors's Interpublic Group of Companies position peaked at $480K in Q4 2021.
741 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2024.

Based on Aaron Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.