CWP
IPG

Capital Wealth Planning’s Interpublic Group of Companies IPG Stock Holding History

Capital Wealth Planning’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
-12,433
Closed -$463K – 139
2023
Q1 		$463K Buy
+12,433
New +$447K 0.01% 92

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

Capital Wealth Planning's IPG Position: Q2 2023 in Review

Capital Wealth Planning sold out of Interpublic Group of Companies (IPG) in Q2 2023, closing a stake of 12,433 shares — an estimated $463K sold.

Capital Wealth Planning first reported a position in IPG in Q1 2023 and held it in 1 quarter. The position peaked at $463K in Q1 2023. 735 funds tracked by Wall St. Rank hold IPG as of Q2 2023.

  • Capital Wealth Planning reported no remaining Interpublic Group of Companies position as of Q2 2023 after selling out during the quarter.
  • Capital Wealth Planning sold 12,433 Interpublic Group of Companies shares in Q2 2023, an estimated $463K.
  • Capital Wealth Planning first reported a position in Interpublic Group of Companies in Q1 2023 and held it in 1 quarter.
  • Capital Wealth Planning's Interpublic Group of Companies position peaked at $463K in Q1 2023.
  • 735 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2023.

Based on Capital Wealth Planning's 13F filing for Q2 2023, filed 4 Aug 2023.