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

Beaird Harris 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 Q3	–	Sell	-1	Closed	-$18	–	619
2024 Q2	$18	Sell	1 -26	-96%	-$801	﹤0.01%	699
2024 Q1	$882	Hold	27	–	–	﹤0.01%	554
2023 Q4	$882	Buy	+27	New	+$813	﹤0.01%	527
2023 Q1	–	Sell	-121	Closed	-$4.03K	–	598
2022 Q4	$4.03K	Sell	121 -141	-54%	-$4.37K	﹤0.01%	462
2022 Q3	$7K	Hold	262	–	–	﹤0.01%	314
2022 Q2	$7K	Hold	262	–	–	﹤0.01%	277
2022 Q1	$9K	Sell	262 -1,500	-85%	-$54.1K	﹤0.01%	346
2021 Q4	$66K	Buy	+1,762	New	+$64.1K	0.02%	202

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beaird Harris Wealth Management's IPG Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Interpublic Group of Companies (IPG) in Q3 2024, closing a stake of 1 share — an estimated $18 sold.

Beaird Harris Wealth Management first reported a position in IPG in Q4 2021 and held it in 8 quarters. The position peaked at $66K in Q4 2021. 718 funds tracked by Wall St. Rank hold IPG as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Interpublic Group of Companies position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 1 Interpublic Group of Companies share in Q3 2024, an estimated $18.
Beaird Harris Wealth Management first reported a position in Interpublic Group of Companies in Q4 2021 and held it in 8 quarters.
Beaird Harris Wealth Management's Interpublic Group of Companies position peaked at $66K in Q4 2021.
718 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.