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

Baystate 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
2023 Q4	$3.09K	Sell	94 -41	-30%	-$1.24K	﹤0.01%	987
2023 Q3	$3.88K	Buy	135 +61	+82%	+$2.04K	﹤0.01%	714
2023 Q2	$2.86K	Buy	74 +1	+1%	+$38	﹤0.01%	798
2023 Q1	$2.74K	Buy	73 +1	+1%	+$36	﹤0.01%	789
2022 Q4	$2K	Hold	72	–	–	﹤0.01%	796
2022 Q3	$2K	Buy	72 +1	+1%	+$28	﹤0.01%	751
2022 Q2	$2K	Buy	71 +1	+1%	+$32	﹤0.01%	763
2022 Q1	$3K	Hold	70	–	–	﹤0.01%	712
2021 Q4	$3K	Buy	70 +1	+1%	+$36	﹤0.01%	714
2021 Q3	$3K	Hold	69	–	–	﹤0.01%	651
2021 Q2	$2K	Buy	69 +1	+1%	+$32	﹤0.01%	659
2021 Q1	$2K	Buy	68 +1	+1%	+$26	﹤0.01%	598
2020 Q4	$2K	Hold	67	–	–	﹤0.01%	568
2020 Q3	$1K	Buy	67 +1	+2%	+$18	﹤0.01%	588
2020 Q2	$1K	Buy	66 +1	+2%	+$16	﹤0.01%	605
2020 Q1	$1K	Buy	65 +1	+2%	+$21	﹤0.01%	554
2019 Q4	$1K	Hold	64	–	–	﹤0.01%	573
2019 Q3	$1K	Buy	64 +2	+3%	+$43	﹤0.01%	532
2019 Q2	$1K	Hold	62	–	–	﹤0.01%	569
2019 Q1	$1K	Buy	62 +1	+2%	+$22	﹤0.01%	580
2018 Q4	$1K	Hold	61	–	–	﹤0.01%	587
2018 Q3	$1K	Hold	61	–	–	﹤0.01%	598
2018 Q2	$1K	Buy	61 +1	+2%	+$24	﹤0.01%	615
2018 Q1	$1K	Hold	60	–	–	﹤0.01%	578
2017 Q4	$1K	Hold	60	–	–	﹤0.01%	576
2017 Q3	$1K	Hold	60	–	–	﹤0.01%	559
2017 Q2	$2K	Hold	60	–	–	﹤0.01%	497
2017 Q1	$1K	Buy	+60	New	+$1.44K	﹤0.01%	545

Other funds holding IPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's IPG Position: Q4 2023 in Review

Baystate Wealth Management reduced its Interpublic Group of Companies (IPG) stake by 30% in Q4 2023, selling an estimated $1.24K and leaving 94 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Baystate Wealth Management first reported a position in IPG in Q1 2017 and has held it in 28 quarters since. The position peaked at $3.88K in Q3 2023. 731 funds tracked by Wall St. Rank hold IPG as of Q4 2023.

Baystate Wealth Management held 94 shares of Interpublic Group of Companies worth $3.09K as of Q4 2023.
Baystate Wealth Management sold 41 Interpublic Group of Companies shares in Q4 2023, an estimated $1.24K.
Interpublic Group of Companies made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #987 holding.
Baystate Wealth Management first reported a position in Interpublic Group of Companies in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Interpublic Group of Companies position peaked at $3.88K in Q3 2023.
731 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.