BHWM
IPG

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 – 632
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return