AGWCA
IPG

Annis Gardner Whiting Capital Advisors’s Interpublic Group of Companies IPG Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q3 		– Sell
-260
Closed -$6.37K – 1320
2025
Q2 		$6.37K Buy
260
+200
+333% +$4.86K ﹤0.01% 811
2025
Q1 		$1.63K Sell
60
-22,810
-100% -$626K ﹤0.01% 698
2024
Q4 		$641K Hold
22,870
– – 0.18% 104
2024
Q3 		$723K Sell
22,870
-4,350
-16% -$133K 0.2% 98
2024
Q2 		$792K Buy
27,220
+3,011
+12% +$92.8K 0.23% 88
2024
Q1 		$790K Buy
24,209
+5,731
+31% +$186K 0.28% 68
2023
Q4 		$603K Buy
18,478
+2,043
+12% +$61.5K 0.27% 73
2023
Q3 		$471K Buy
+16,435
New +$548K 0.25% 77

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return