AWA
IPG

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
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.