AFS
IPG

Access Financial Services’s Interpublic Group of Companies IPG Stock Holding History

Access Financial Services’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
2025
Q1 		– Sell
-39,006
Closed -$1.09M – 107
2024
Q4 		$1.09M Sell
39,006
-14,061
-26% -$420K 0.49% 52
2024
Q3 		$1.68M Buy
53,067
+1,292
+2% +$39.6K 0.77% 29
2024
Q2 		$1.51M Buy
51,775
+5,516
+12% +$170K 0.68% 38
2024
Q1 		$1.51M Buy
46,259
+5,944
+15% +$192K 0.67% 47
2023
Q4 		$1.32M Buy
+40,315
New +$1.21M 0.68% 46

Other funds holding IPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Access Financial Services's IPG Position: Q1 2025 in Review

Access Financial Services sold out of Interpublic Group of Companies (IPG) in Q1 2025, closing a stake of 39,006 shares — an estimated $1.09M sold.

Access Financial Services first reported a position in IPG in Q4 2023 and held it in 5 quarters. The position peaked at $1.68M in Q3 2024. 705 funds tracked by Wall St. Rank hold IPG as of Q1 2025.

  • Access Financial Services reported no remaining Interpublic Group of Companies position as of Q1 2025 after selling out during the quarter.
  • Access Financial Services sold 39,006 Interpublic Group of Companies shares in Q1 2025, an estimated $1.09M.
  • Access Financial Services first reported a position in Interpublic Group of Companies in Q4 2023 and held it in 5 quarters.
  • Access Financial Services's Interpublic Group of Companies position peaked at $1.68M in Q3 2024.
  • 705 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2025.

Based on Access Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.