BWA
IPG

Beam Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History

Beam Wealth 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
2021
Q4 		– Sell
-14,839
Closed -$544K – 112
2021
Q3 		$544K Hold
14,839
– – 0.47% 71
2021
Q2 		$482K Sell
14,839
-1,672
-10% -$53.5K 0.42% 78
2021
Q1 		$482K Buy
16,511
+5,058
+44% +$133K 0.43% 76
2020
Q4 		$269K Sell
11,453
-5,070
-31% -$106K 0.25% 94
2020
Q3 		$275K Hold
16,523
– – 0.26% 100
2020
Q2 		$287K Buy
+16,523
New +$272K 0.29% 98

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Beam Wealth Advisors's IPG Position: Q4 2021 in Review

Beam Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q4 2021, closing a stake of 14,839 shares — an estimated $544K sold.

Beam Wealth Advisors first reported a position in IPG in Q2 2020 and held it in 6 quarters. The position peaked at $544K in Q3 2021. 696 funds tracked by Wall St. Rank hold IPG as of Q4 2021.

  • Beam Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q4 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 14,839 Interpublic Group of Companies shares in Q4 2021, an estimated $544K.
  • Beam Wealth Advisors first reported a position in Interpublic Group of Companies in Q2 2020 and held it in 6 quarters.
  • Beam Wealth Advisors's Interpublic Group of Companies position peaked at $544K in Q3 2021.
  • 696 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.