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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

BerganKDV Wealth Management's IPG Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Interpublic Group of Companies (IPG) stake by 1.5% in Q2 2023, buying an estimated $36.4K and bringing the position to 65,888 shares worth $2.54M. The position accounts for 0.25% of the portfolio, ranked #74.

BerganKDV Wealth Management first reported a position in IPG in Q2 2017 and has held it in 6 quarters since. 735 funds tracked by Wall St. Rank hold IPG as of Q2 2023.

BerganKDV Wealth Management held 65,888 shares of Interpublic Group of Companies worth $2.54M as of Q2 2023.
BerganKDV Wealth Management bought 965 Interpublic Group of Companies shares in Q2 2023, an estimated $36.4K.
Interpublic Group of Companies made up 0.25% of BerganKDV Wealth Management's portfolio in Q2 2023, its #74 holding.
BerganKDV Wealth Management first reported a position in Interpublic Group of Companies in Q2 2017 and has held it in 6 quarters since.
735 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.