BWP
IPG

BSW Wealth Partners’s Interpublic Group of Companies IPG Stock Holding History

BSW Wealth Partners’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 		– Sell
-6,017
Closed -$224K – 297
2023
Q1 		$224K Sell
6,017
-2
-0% -$72 0.05% 278
2022
Q4 		$200K Buy
+6,019
New +$187K 0.04% 284
2022
Q3 		– Sell
-8,334
Closed -$229K – 282
2022
Q2 		$229K Buy
8,334
+90
+1% +$2.86K 0.05% 234
2022
Q1 		$292K Sell
8,244
-1,614
-16% -$58.2K 0.07% 206
2021
Q4 		$369K Buy
9,858
+570
+6% +$20.7K 0.09% 166
2021
Q3 		$341K Buy
9,288
+2,486
+37% +$89K 0.1% 155
2021
Q2 		$221K Buy
+6,802
New +$217K 0.06% 221

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BSW Wealth Partners's IPG Position: Q2 2023 in Review

BSW Wealth Partners sold out of Interpublic Group of Companies (IPG) in Q2 2023, closing a stake of 6,017 shares — an estimated $224K sold.

BSW Wealth Partners first reported a position in IPG in Q2 2021 and held it in 7 quarters. The position peaked at $369K in Q4 2021. 735 funds tracked by Wall St. Rank hold IPG as of Q2 2023.

  • BSW Wealth Partners reported no remaining Interpublic Group of Companies position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 6,017 Interpublic Group of Companies shares in Q2 2023, an estimated $224K.
  • BSW Wealth Partners first reported a position in Interpublic Group of Companies in Q2 2021 and held it in 7 quarters.
  • BSW Wealth Partners's Interpublic Group of Companies position peaked at $369K in Q4 2021.
  • 735 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.