CT
IPG

Caldwell Trust’s Interpublic Group of Companies IPG Stock Holding History

Caldwell Trust’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
2024
Q2 		– Sell
-149
Closed -$4.86K – 708
2024
Q1 		$4.86K Hold
149
– – ﹤0.01% 664
2023
Q4 		$4.86K Hold
149
– – ﹤0.01% 649
2023
Q3 		$4.27K Hold
149
– – ﹤0.01% 653
2023
Q2 		$5.75K Buy
+149
New +$5.62K ﹤0.01% 659

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Caldwell Trust's IPG Position: Q2 2024 in Review

Caldwell Trust sold out of Interpublic Group of Companies (IPG) in Q2 2024, closing a stake of 149 shares — an estimated $4.86K sold.

Caldwell Trust first reported a position in IPG in Q2 2023 and held it in 4 quarters. The position peaked at $5.75K in Q2 2023. 714 funds tracked by Wall St. Rank hold IPG as of Q2 2024.

  • Caldwell Trust reported no remaining Interpublic Group of Companies position as of Q2 2024 after selling out during the quarter.
  • Caldwell Trust sold 149 Interpublic Group of Companies shares in Q2 2024, an estimated $4.86K.
  • Caldwell Trust first reported a position in Interpublic Group of Companies in Q2 2023 and held it in 4 quarters.
  • Caldwell Trust's Interpublic Group of Companies position peaked at $5.75K in Q2 2023.
  • 714 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2024.

Based on Caldwell Trust's 13F filing for Q2 2024, filed 24 Sep 2025.