AR
IPG

Advisory Research’s Interpublic Group of Companies IPG Stock Holding History

Advisory Research’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
Q3 		– Sell
-62,550
Closed -$1.82M – 161
2024
Q2 		$1.82M Buy
62,550
+7,393
+13% +$228K 0.34% 72
2024
Q1 		$1.8M Sell
55,157
-1,028
-2% -$33.3K 0.36% 71
2023
Q4 		$1.83M Sell
56,185
-13,712
-20% -$413K 0.28% 91
2023
Q3 		$2M Sell
69,897
-7,197
-9% -$240K 0.28% 102
2023
Q2 		$2.97M Buy
77,094
+13,646
+22% +$515K 0.38% 70
2023
Q1 		$2.36M Buy
63,448
+4,184
+7% +$150K 0.39% 67
2022
Q4 		$1.97M Sell
59,264
-1,136
-2% -$35.2K 0.19% 83
2022
Q3 		$1.55M Sell
60,400
-1,880
-3% -$53.3K 0.15% 111
2022
Q2 		$1.72M Sell
62,280
-353
-0.6% -$11.2K 0.17% 96
2022
Q1 		$2.22M Buy
62,633
+10,036
+19% +$362K 0.18% 91
2021
Q4 		$1.97M Buy
52,597
+4,053
+8% +$147K 0.16% 119
2021
Q3 		$1.78M Buy
+48,544
New +$1.74M 0.11% 138
2014
Q2 		– Sell
-3,894
Closed -$67K – 495
2014
Q1 		$67K Buy
+3,894
New +$66.6K ﹤0.01% 664

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisory Research's IPG Position: Q3 2024 in Review

Advisory Research sold out of Interpublic Group of Companies (IPG) in Q3 2024, closing a stake of 62,550 shares — an estimated $1.82M sold.

Advisory Research first reported a position in IPG in Q1 2014 and held it in 13 quarters. The position peaked at $2.97M in Q2 2023. 718 funds tracked by Wall St. Rank hold IPG as of Q3 2024.

  • Advisory Research reported no remaining Interpublic Group of Companies position as of Q3 2024 after selling out during the quarter.
  • Advisory Research sold 62,550 Interpublic Group of Companies shares in Q3 2024, an estimated $1.82M.
  • Advisory Research first reported a position in Interpublic Group of Companies in Q1 2014 and held it in 13 quarters.
  • Advisory Research's Interpublic Group of Companies position peaked at $2.97M in Q2 2023.
  • 718 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2024.

Based on Advisory Research's 13F filing for Q3 2024, filed 14 Nov 2024.