BIAS
IPG

Beacon Investment Advisory Services’s Interpublic Group of Companies IPG Stock Holding History

Beacon Investment Advisory Services’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
2022
Q3 		– Sell
-21,358
Closed -$588K – 279
2022
Q2 		$588K Buy
21,358
+2,263
+12% +$71.8K 0.03% 177
2022
Q1 		$677K Buy
19,095
+1,614
+9% +$58.2K 0.03% 186
2021
Q4 		$655K Buy
17,481
+492
+3% +$17.9K 0.03% 194
2021
Q3 		$623K Sell
16,989
-121
-0.7% -$4.33K 0.03% 192
2021
Q2 		$556K Sell
17,110
-111
-0.6% -$3.55K 0.02% 200
2021
Q1 		$503K Buy
17,221
+359
+2% +$9.47K 0.02% 203
2020
Q4 		$397K Sell
16,862
-197
-1% -$4.13K 0.02% 207
2020
Q3 		$284K Buy
+17,059
New +$304K 0.01% 207

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return