BWL
IPG

Bogart Wealth LLC’s Interpublic Group of Companies IPG Stock Holding History

Bogart Wealth LLC’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
Q4 		– Sell
-72
Closed -$2.01K – 1637
2025
Q3 		$2.01K Buy
72
+19
+36% +$490 ﹤0.01% 1153
2025
Q2 		$1.3K Sell
53
-19
-26% -$462 ﹤0.01% 1185
2025
Q1 		$1.96K Buy
+72
New +$1.98K ﹤0.01% 1071

Other funds holding IPG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $787M AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return