CAI
IPG

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

Capital Advisors Inc’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
Q1 		– Sell
-640,415
Closed -$17.9M – 319
2024
Q4 		$17.9M Sell
640,415
-9,536
-1% -$285K 0.36% 84
2024
Q3 		$20.6M Sell
649,951
-325
-0% -$9.97K 0.41% 81
2024
Q2 		$18.9M Buy
650,276
+39,257
+6% +$1.21M 0.39% 81
2024
Q1 		$19.9M Buy
611,019
+47,009
+8% +$1.52M 0.43% 80
2023
Q4 		$18.4M Buy
564,010
+24,396
+5% +$735K 0.41% 78
2023
Q3 		$15.5M Sell
539,614
-72,067
-12% -$2.4M 0.41% 78
2023
Q2 		$23.6M Buy
611,681
+4,172
+0.7% +$157K 0.6% 65
2023
Q1 		$22.6M Buy
607,509
+5,087
+0.8% +$183K 0.61% 68
2022
Q4 		$20.1M Sell
602,422
-385,008
-39% -$11.9M 0.57% 71
2022
Q3 		$27.1M Sell
987,430
-4,947
-0.5% -$140K 0.84% 43
2022
Q2 		$27.3M Buy
992,377
+43,736
+5% +$1.39M 0.82% 44
2022
Q1 		$33.6M Buy
948,641
+13,202
+1% +$476K 0.92% 39
2021
Q4 		$35M Buy
935,439
+25,186
+3% +$916K 0.94% 35
2021
Q3 		$33.4M Buy
910,253
+5,479
+0.6% +$196K 0.99% 31
2021
Q2 		$29.4M Buy
904,774
+25,807
+3% +$825K 0.88% 45
2021
Q1 		$25.7M Buy
+878,967
New +$23.2M 0.84% 48

Other funds holding IPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Advisors Inc's IPG Position: Q1 2025 in Review

Capital Advisors Inc sold out of Interpublic Group of Companies (IPG) in Q1 2025, closing a stake of 640,415 shares — an estimated $17.9M sold.

Capital Advisors Inc first reported a position in IPG in Q1 2021 and held it in 16 quarters. The position peaked at $35M in Q4 2021. 704 funds tracked by Wall St. Rank hold IPG as of Q1 2025.

  • Capital Advisors Inc reported no remaining Interpublic Group of Companies position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Inc sold 640,415 Interpublic Group of Companies shares in Q1 2025, an estimated $17.9M.
  • Capital Advisors Inc first reported a position in Interpublic Group of Companies in Q1 2021 and held it in 16 quarters.
  • Capital Advisors Inc's Interpublic Group of Companies position peaked at $35M in Q4 2021.
  • 704 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2025.

Based on Capital Advisors Inc's 13F filing for Q1 2025, filed 29 Apr 2025.