Avantax Advisory Services’s Interpublic Group of Companies IPG Stock Holding History

Avantax Advisory 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
2025 Q2	$538K	Sell	21,972 -11,468	-34%	-$279K	﹤0.01%	1548
2025 Q1	$908K	Buy	33,440 +10,395	+45%	+$285K	0.01%	1151
2024 Q4	$646K	Sell	23,045 -10,661	-32%	-$318K	﹤0.01%	1293
2024 Q3	$1.07M	Buy	33,706 +1,238	+4%	+$38K	0.01%	984
2024 Q2	$944K	Buy	32,468 +22,969	+242%	+$708K	0.01%	1007
2024 Q1	$310K	Buy	+9,499	New	+$308K	﹤0.01%	1277
2023 Q4	–	Sell	-7,454	Closed	-$214K	–	1626
2023 Q3	$214K	Sell	7,454 -1,766	-19%	-$58.9K	﹤0.01%	1392
2023 Q2	$356K	Sell	9,220 -806	-8%	-$30.4K	﹤0.01%	1092
2023 Q1	$373K	Buy	10,026 +873	+10%	+$31.4K	﹤0.01%	1035
2022 Q4	$305K	Sell	9,153 -5,394	-37%	-$167K	﹤0.01%	1099
2022 Q3	$372K	Buy	14,547 +843	+6%	+$23.9K	0.01%	908
2022 Q2	$377K	Buy	13,704 +1,202	+10%	+$38.2K	0.01%	908
2022 Q1	$443K	Sell	12,502 -2,592	-17%	-$93.4K	0.01%	837
2021 Q4	$565K	Buy	15,094 +4,226	+39%	+$154K	0.01%	721
2021 Q3	$401K	Sell	10,868 -6,692	-38%	-$240K	0.01%	800
2021 Q2	$569K	Sell	17,560 -4,381	-20%	-$140K	0.01%	657
2021 Q1	$640K	Sell	21,941 -1,418	-6%	-$37.4K	0.01%	547
2020 Q4	$549K	Buy	23,359 +2,712	+13%	+$56.9K	0.01%	532
2020 Q3	$349K	Buy	20,647 +4,919	+31%	+$87.8K	0.01%	954
2020 Q2	$269K	Buy	+15,728	New	+$259K	0.01%	685
2019 Q4	–	Sell	-10,274	Closed	-$223K	–	836
2019 Q3	$223K	Sell	10,274 -12,220	-54%	-$264K	0.01%	514
2019 Q2	$508K	Buy	22,494 +5,338	+31%	+$119K	0.02%	293
2019 Q1	$360K	Buy	+17,156	New	+$382K	0.02%	321

Other funds holding IPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avantax Advisory Services's IPG Position: Q2 2025 in Review

Avantax Advisory Services reduced its Interpublic Group of Companies (IPG) stake by 34% in Q2 2025, selling an estimated $279K and leaving 21,972 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Avantax Advisory Services first reported a position in IPG in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.07M in Q3 2024. 655 funds tracked by Wall St. Rank hold IPG as of Q2 2025.

Avantax Advisory Services held 21,972 shares of Interpublic Group of Companies worth $538K as of Q2 2025.
Avantax Advisory Services sold 11,468 Interpublic Group of Companies shares in Q2 2025, an estimated $279K.
Interpublic Group of Companies made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1548 holding.
Avantax Advisory Services first reported a position in Interpublic Group of Companies in Q1 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Interpublic Group of Companies position peaked at $1.07M in Q3 2024.
655 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.