BCA
IPG

Berman Capital Advisors’s Interpublic Group of Companies IPG Stock Holding History

Berman Capital 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
Q3 		$95K Buy
2,601
+615
+31% +$22K 0.01% 457
2021
Q2 		$64K Buy
1,986
+177
+10% +$5.66K 0.01% 498
2021
Q1 		$52K Buy
1,809
+3
+0.2% +$79 0.01% 465
2020
Q4 		$42K Buy
1,806
+292
+19% +$6.12K 0.01% 454
2020
Q3 		$25K Buy
1,514
+935
+161% +$16.7K 0.01% 522
2020
Q2 		$9K Buy
579
+162
+39% +$2.67K ﹤0.01% 796
2020
Q1 		$6K Sell
417
-2,363
-85% -$49.9K ﹤0.01% 840
2019
Q4 		$63K Hold
2,780
– – 0.02% 286
2019
Q3 		$59K Hold
2,780
– – 0.02% 279
2019
Q2 		$62K Hold
2,780
– – 0.02% 270
2019
Q1 		$57K Hold
2,780
– – 0.02% 256
2018
Q4 		$56K Buy
+2,780
New +$63.5K 0.02% 240

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's IPG Position: Q3 2021 in Review

Berman Capital Advisors increased its Interpublic Group of Companies (IPG) stake by 31% in Q3 2021, buying an estimated $22K and bringing the position to 2,601 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #457.

Berman Capital Advisors first reported a position in IPG in Q4 2018 and has held it in 12 quarters since. 658 funds tracked by Wall St. Rank hold IPG as of Q3 2021.

  • Berman Capital Advisors held 2,601 shares of Interpublic Group of Companies worth $95K as of Q3 2021.
  • Berman Capital Advisors bought 615 Interpublic Group of Companies shares in Q3 2021, an estimated $22K.
  • Interpublic Group of Companies made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #457 holding.
  • Berman Capital Advisors first reported a position in Interpublic Group of Companies in Q4 2018 and has held it in 12 quarters since.
  • 658 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.