Belpointe Asset Management’s Interpublic Group of Companies IPG Stock Holding History

Belpointe Asset 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
2025 Q1	–	Sell	-8,087	Closed	-$264K	–	980
2024 Q4	$264K	Sell	8,087 -567	-7%	-$16.9K	0.02%	705
2024 Q3	$274K	Buy	8,654 +1,482	+21%	+$45.5K	0.02%	697
2024 Q2	$209K	Sell	7,172 -1,927	-21%	-$59.4K	0.01%	716
2024 Q1	$297K	Buy	9,099 +740	+9%	+$24K	0.02%	595
2023 Q4	$273K	Buy	+8,359	New	+$252K	0.02%	555
2023 Q2	–	Sell	-5,290	Closed	-$197K	–	1931
2023 Q1	$197K	Buy	5,290 +2,485	+89%	+$89.3K	0.01%	947
2022 Q4	$93.4K	Buy	+2,805	New	+$87K	0.01%	1276
2018 Q2	–	Sell	-21,133	Closed	-$487K	–	364
2018 Q1	$487K	Buy	+21,133	New	+$474K	0.14%	168

Other funds holding IPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Belpointe Asset Management's IPG Position: Q1 2025 in Review

Belpointe Asset Management sold out of Interpublic Group of Companies (IPG) in Q1 2025, closing a stake of 8,087 shares — an estimated $264K sold.

Belpointe Asset Management first reported a position in IPG in Q1 2018 and held it in 8 quarters. The position peaked at $487K in Q1 2018. 704 funds tracked by Wall St. Rank hold IPG as of Q1 2025.

Belpointe Asset Management reported no remaining Interpublic Group of Companies position as of Q1 2025 after selling out during the quarter.
Belpointe Asset Management sold 8,087 Interpublic Group of Companies shares in Q1 2025, an estimated $264K.
Belpointe Asset Management first reported a position in Interpublic Group of Companies in Q1 2018 and held it in 8 quarters.
Belpointe Asset Management's Interpublic Group of Companies position peaked at $487K in Q1 2018.
704 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.