AFS
IPG

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return