BWM
IPG

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

BerganKDV 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
2023
Q2 		$2.54M Buy
65,888
+965
+1% +$36.4K 0.25% 74
2023
Q1 		$2.42M Buy
64,923
+953
+1% +$34.2K 0.25% 74
2022
Q4 		$2.13M Sell
63,970
-23
-0% -$713 0.23% 81
2022
Q3 		$1.64M Buy
+63,993
New +$1.82M 0.2% 97
2017
Q4 		– Sell
-30,005
Closed -$624K – 204
2017
Q3 		$624K Hold
30,005
– – 0.16% 114
2017
Q2 		$738K Buy
+30,005
New +$733K 0.21% 95

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return