AIA
IPG

Affinity Investment Advisors’s Interpublic Group of Companies IPG Stock Holding History

Affinity Investment 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
2023
Q4 		– Sell
-17,832
Closed -$511K – 190
2023
Q3 		$511K Sell
17,832
-5,442
-23% -$182K 0.33% 117
2023
Q2 		$898K Buy
23,274
+4,606
+25% +$174K 0.52% 62
2023
Q1 		$695K Hold
18,668
– – 0.37% 111
2022
Q4 		$622K Buy
18,668
+3,089
+20% +$95.8K 0.29% 123
2022
Q3 		$399K Hold
15,579
– – 0.21% 154
2022
Q2 		$429K Sell
15,579
-7,026
-31% -$223K 0.21% 150
2022
Q1 		$801K Buy
22,605
+2,692
+14% +$97K 0.33% 112
2021
Q4 		$746K Buy
+19,913
New +$724K 0.3% 122
2020
Q2 		– Sell
-10,510
Closed -$170K – 146
2020
Q1 		$170K Hold
10,510
– – 0.09% 129
2019
Q4 		$243K Buy
+10,510
New +$231K 0.09% 131

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return