BAM
IPG

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return