BOSSRA
IPG

B.O.S.S. Retirement Advisors’s Interpublic Group of Companies IPG Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-41,555
Closed -$1.31M – 246
2024
Q3 		$1.31M Buy
41,555
+2,412
+6% +$74K 0.26% 97
2024
Q2 		$1.14M Buy
39,143
+3,045
+8% +$93.8K 0.29% 93
2024
Q1 		$1.18M Sell
36,098
-4,279
-11% -$139K 0.45% 87
2023
Q4 		$1.32M Sell
40,377
-4,653
-10% -$140K 0.26% 135
2023
Q3 		$1.29M Sell
45,030
-3,072
-6% -$103K 0.28% 142
2023
Q2 		$1.86M Sell
48,102
-6,321
-12% -$238K 0.39% 87
2023
Q1 		$2.03M Sell
54,423
-10,012
-16% -$360K 0.48% 71
2022
Q4 		$2.15M Buy
+64,435
New +$2M 0.55% 61

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
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