BPA
IPG

Beacon Pointe Advisors’s Interpublic Group of Companies IPG Stock Holding History

Beacon Pointe Advisors’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
Q4 		– Sell
-7,703
Closed -$244K – 1242
2024
Q3 		$244K Sell
7,703
-1,028
-12% -$31.5K ﹤0.01% 1096
2024
Q2 		$254K Buy
8,731
+362
+4% +$11.2K ﹤0.01% 1102
2024
Q1 		$273K Sell
8,369
-414
-5% -$13.4K ﹤0.01% 1143
2023
Q4 		$287K Sell
8,783
-1,074
-11% -$32.3K ﹤0.01% 1096
2023
Q3 		$282K Buy
9,857
+1,374
+16% +$45.8K ﹤0.01% 1096
2023
Q2 		$327K Sell
8,483
-628
-7% -$23.7K 0.01% 862
2023
Q1 		$339K Buy
9,111
+516
+6% +$18.5K 0.01% 891
2022
Q4 		$286K Sell
8,595
-537
-6% -$16.7K 0.01% 878
2022
Q3 		$233K Buy
9,132
+1,267
+16% +$35.9K 0.01% 879
2022
Q2 		$215K Sell
7,865
-39,978
-84% -$1.27M ﹤0.01% 944
2022
Q1 		$1.7M Buy
47,843
+35,853
+299% +$1.29M 0.02% 482
2021
Q4 		$449K Buy
11,990
+5,439
+83% +$198K 0.01% 600
2021
Q3 		$240K Sell
6,551
-6,741
-51% -$241K 0.01% 790
2021
Q2 		$432K Buy
+13,292
New +$425K 0.02% 530

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Beacon Pointe Advisors's IPG Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of Interpublic Group of Companies (IPG) in Q4 2024, closing a stake of 7,703 shares — an estimated $244K sold.

Beacon Pointe Advisors first reported a position in IPG in Q2 2021 and held it in 14 quarters. The position peaked at $1.7M in Q1 2022. 741 funds tracked by Wall St. Rank hold IPG as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining Interpublic Group of Companies position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 7,703 Interpublic Group of Companies shares in Q4 2024, an estimated $244K.
  • Beacon Pointe Advisors first reported a position in Interpublic Group of Companies in Q2 2021 and held it in 14 quarters.
  • Beacon Pointe Advisors's Interpublic Group of Companies position peaked at $1.7M in Q1 2022.
  • 741 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.