Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BCWM
IPG
Bartlett & Co Wealth Management’s
Interpublic Group of Companies
IPG
Stock Holding History
Bartlett & Co 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
Q4
–
Sell
-120
Closed
-$3.35K
–
1250
2025
Q3
$3.35K
Buy
+120
New
+$3.1K
﹤0.01%
1048
2025
Q2
–
Sell
-4
Closed
-$109
–
1289
2025
Q1
$109
Buy
+4
New
+$110
﹤0.01%
1202
2022
Q3
–
Sell
-163
Closed
-$4.49K
–
1233
2022
Q2
$4.49K
Buy
+163
New
+$5.17K
﹤0.01%
1035
2021
Q4
–
Sell
-31
Closed
-$1.14K
–
635
2021
Q3
$1.14K
Sell
31
-33
-52%
-$1.18K
﹤0.01%
908
2021
Q2
$2.08K
Hold
64
–
–
﹤0.01%
846
2021
Q1
$1.87K
Hold
64
–
–
﹤0.01%
892
2020
Q4
$1.5K
Buy
+64
New
+$1.34K
﹤0.01%
966
Other funds holding IPG
DekaBank Deutsche Girozentrale
Frankfurt, Germany
$60.6B AUM
23.27%
1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland)
Dublin 1
$787M AUM
IA
IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
HNB
Huntington National Bank
Columbus, Ohio
$18.1B AUM
24.69%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close