AWM
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Avior Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Avior Wealth Management’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 		– Sell
-8,798
Closed -$239K – 735
2025
Q1 		$239K Buy
8,798
+6,846
+351% +$188K 0.01% 610
2024
Q4 		$54.7K Sell
1,952
-75
-4% -$2.24K ﹤0.01% 1116
2024
Q3 		$64.1K Sell
2,027
-121
-6% -$3.71K ﹤0.01% 1032
2024
Q2 		$62.5K Sell
2,148
-7,537
-78% -$232K ﹤0.01% 1016
2024
Q1 		$316K Buy
9,685
+2,875
+42% +$93.1K 0.01% 571
2023
Q4 		$222K Sell
6,810
-33
-0.5% -$994 0.01% 502
2023
Q3 		$196K Sell
6,843
-43
-0.6% -$1.44K 0.01% 527
2023
Q2 		$266K Buy
6,886
+52
+0.8% +$1.96K 0.02% 467
2023
Q1 		$255K Buy
+6,834
New +$246K 0.02% 480
2021
Q3 		– Sell
-135
Closed -$4K – 1119
2021
Q2 		$4K Buy
+135
New +$4.32K ﹤0.01% 841
2020
Q4 		– Sell
-185
Closed -$3K – 1028
2020
Q3 		$3K Buy
+185
New +$3.3K ﹤0.01% 791
2019
Q1 		– Sell
-6,637
Closed -$136K – 682
2018
Q4 		$136K Sell
6,637
-100
-1% -$2.28K 0.03% 385
2018
Q3 		$154K Hold
6,737
– – 0.03% 393
2018
Q2 		$158K Sell
6,737
-80
-1% -$1.88K 0.04% 380
2018
Q1 		$157K Sell
6,817
-1,475
-18% -$33.1K 0.04% 370
2017
Q4 		$167K Buy
8,292
+8,212
+10,265% +$164K 0.04% 370
2017
Q3 		$2K Buy
+80
New +$1.74K ﹤0.01% 456

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Avior Wealth Management's IPG Position: Q2 2025 in Review

Avior Wealth Management sold out of Interpublic Group of Companies (IPG) in Q2 2025, closing a stake of 8,798 shares — an estimated $239K sold.

Avior Wealth Management first reported a position in IPG in Q3 2017 and held it in 17 quarters. The position peaked at $316K in Q1 2024. 656 funds tracked by Wall St. Rank hold IPG as of Q2 2025.

  • Avior Wealth Management reported no remaining Interpublic Group of Companies position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 8,798 Interpublic Group of Companies shares in Q2 2025, an estimated $239K.
  • Avior Wealth Management first reported a position in Interpublic Group of Companies in Q3 2017 and held it in 17 quarters.
  • Avior Wealth Management's Interpublic Group of Companies position peaked at $316K in Q1 2024.
  • 656 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.