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

Annapolis 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
2024 Q3	$157K	Buy	4,949 +9	+0.2%	+$276	0.05%	102
2024 Q2	$144K	Hold	4,940	–	–	0.05%	104
2024 Q1	$161K	Hold	4,940	–	–	0.05%	98
2023 Q4	$161K	Hold	4,940	–	–	0.04%	125
2023 Q3	$142K	Hold	4,940	–	–	0.04%	126
2023 Q2	$191K	Hold	4,940	–	–	0.05%	115
2023 Q1	$184K	Hold	4,940	–	–	0.06%	111
2022 Q4	$165K	Hold	4,940	–	–	0.05%	117
2022 Q3	$126K	Hold	4,940	–	–	0.05%	125
2022 Q2	$136K	Hold	4,940	–	–	0.05%	126
2022 Q1	$175K	Buy	+4,940	New	+$178K	0.06%	116

Other funds holding IPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Annapolis Financial Services's IPG Position: Q3 2024 in Review

Annapolis Financial Services increased its Interpublic Group of Companies (IPG) stake by 0.18% in Q3 2024, buying an estimated $276 and bringing the position to 4,949 shares worth $157K. The position accounts for 0.05% of the portfolio, ranked #102.

Annapolis Financial Services first reported a position in IPG in Q1 2022 and has held it in 11 quarters since. The position peaked at $191K in Q2 2023. 718 funds tracked by Wall St. Rank hold IPG as of Q3 2024.

Annapolis Financial Services held 4,949 shares of Interpublic Group of Companies worth $157K as of Q3 2024.
Annapolis Financial Services bought 9 Interpublic Group of Companies shares in Q3 2024, an estimated $276.
Interpublic Group of Companies made up 0.05% of Annapolis Financial Services's portfolio in Q3 2024, its #102 holding.
Annapolis Financial Services first reported a position in Interpublic Group of Companies in Q1 2022 and has held it in 11 quarters since.
Annapolis Financial Services's Interpublic Group of Companies position peaked at $191K in Q2 2023.
718 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.