BAAM
IPG

Baker Avenue Asset Management’s Interpublic Group of Companies IPG Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-33
Closed -$946 – 906
2023
Q3 		$946 Sell
33
-95
-74% -$3.17K ﹤0.01% 1287
2023
Q2 		$4.93K Buy
128
+71
+125% +$2.68K ﹤0.01% 855
2023
Q1 		$2.12K Buy
57
+24
+73% +$863 ﹤0.01% 977
2022
Q4 		$1.1K Buy
+33
New +$1.02K ﹤0.01% 1069

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baker Avenue Asset Management's IPG Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Interpublic Group of Companies (IPG) in Q4 2023, closing a stake of 33 shares — an estimated $946 sold.

Baker Avenue Asset Management first reported a position in IPG in Q4 2022 and held it in 4 quarters. The position peaked at $4.93K in Q2 2023. 733 funds tracked by Wall St. Rank hold IPG as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Interpublic Group of Companies position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 33 Interpublic Group of Companies shares in Q4 2023, an estimated $946.
  • Baker Avenue Asset Management first reported a position in Interpublic Group of Companies in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Interpublic Group of Companies position peaked at $4.93K in Q2 2023.
  • 733 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.