Bay Harbor Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Bay Harbor 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
2024 Q1	–	Sell	-67	Closed	-$2.19K	–	180
2023 Q4	$2.19K	Sell	67 -1,824	-96%	-$54.9K	﹤0.01%	147
2023 Q3	$54.2K	Sell	1,891 -304	-14%	-$10.1K	0.02%	91
2023 Q2	$84.7K	Sell	2,195 -440	-17%	-$16.6K	0.03%	55
2023 Q1	$98.1K	Hold	2,635	–	–	0.04%	47
2022 Q4	$88K	Buy	2,635 +18	+0.7%	+$558	0.04%	57
2022 Q3	$67K	Buy	2,617 +15	+0.6%	+$425	0.03%	70
2022 Q2	$72K	Buy	2,602 +17	+0.7%	+$540	0.03%	65
2022 Q1	$92K	Hold	2,585	–	–	0.04%	60
2021 Q4	$94K	Buy	2,585 +128	+5%	+$4.65K	0.04%	61
2021 Q3	$90K	Buy	2,457 +2	+0.1%	+$72	0.04%	67
2021 Q2	$80K	Buy	2,455 +6	+0.2%	+$192	0.03%	96
2021 Q1	$72K	Buy	+2,449	New	+$64.6K	0.03%	104

Other funds holding IPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bay Harbor Wealth Management's IPG Position: Q1 2024 in Review

Bay Harbor Wealth Management sold out of Interpublic Group of Companies (IPG) in Q1 2024, closing a stake of 67 shares — an estimated $2.19K sold.

Bay Harbor Wealth Management first reported a position in IPG in Q1 2021 and held it in 12 quarters. The position peaked at $98.1K in Q1 2023. 731 funds tracked by Wall St. Rank hold IPG as of Q1 2024.

Bay Harbor Wealth Management reported no remaining Interpublic Group of Companies position as of Q1 2024 after selling out during the quarter.
Bay Harbor Wealth Management sold 67 Interpublic Group of Companies shares in Q1 2024, an estimated $2.19K.
Bay Harbor Wealth Management first reported a position in Interpublic Group of Companies in Q1 2021 and held it in 12 quarters.
Bay Harbor Wealth Management's Interpublic Group of Companies position peaked at $98.1K in Q1 2023.
731 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2024.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.