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 Sell
12,937
-437,242
-97% -$13.9M 0.09% 134
2022
Q1 		$12.7M Buy
450,179
+437,349
+3,409% +$15.8M 0.18% 61
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return