BSW
IPG

Buckingham Strategic Wealth’s Interpublic Group of Companies IPG Stock Holding History

Buckingham Strategic Wealth’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
2020
Q4 		– Sell
-16,387
Closed -$273K – 554
2020
Q3 		$273K Buy
+16,387
New +$292K 0.02% 392
2020
Q2 		– Sell
-48,334
Closed -$783K – 442
2020
Q1 		$783K Buy
+48,334
New +$1.02M 0.08% 195

Other funds holding IPG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Buckingham Strategic Wealth's IPG Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of Interpublic Group of Companies (IPG) in Q4 2020, closing a stake of 16,387 shares — an estimated $273K sold.

Buckingham Strategic Wealth first reported a position in IPG in Q1 2020 and held it in 2 quarters. The position peaked at $783K in Q1 2020. 565 funds tracked by Wall St. Rank hold IPG as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining Interpublic Group of Companies position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 16,387 Interpublic Group of Companies shares in Q4 2020, an estimated $273K.
  • Buckingham Strategic Wealth first reported a position in Interpublic Group of Companies in Q1 2020 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Interpublic Group of Companies position peaked at $783K in Q1 2020.
  • 565 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.