Carolinas Wealth Consulting’s Interpublic Group of Companies IPG Stock Holding History

Carolinas Wealth Consulting’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	-16	Closed	-$449	–	1061
2024 Q4	$449	Sell	16 -10	-38%	-$299	﹤0.01%	1015
2024 Q3	$823	Hold	26	–	–	﹤0.01%	950
2024 Q2	$757	Buy	26 +10	+63%	+$308	﹤0.01%	941
2024 Q1	$522	Hold	16	–	–	﹤0.01%	975
2023 Q4	$522	Hold	16	–	–	﹤0.01%	912
2023 Q3	$454	Hold	16	–	–	﹤0.01%	939
2023 Q2	$617	Hold	16	–	–	﹤0.01%	972
2023 Q1	$596	Hold	16	–	–	﹤0.01%	975
2022 Q4	$533	Hold	16	–	–	﹤0.01%	990
2022 Q3	$0	Sell	16 -564	-97%	-$16K	﹤0.01%	906
2022 Q2	$16K	Sell	580 -206	-26%	-$6.54K	﹤0.01%	492
2022 Q1	$28K	Sell	786 -288	-27%	-$10.4K	0.01%	429
2021 Q4	$40K	Buy	1,074 +1	+0.1%	+$36	0.01%	396
2021 Q3	$39K	Buy	1,073 +2	+0.2%	+$72	0.01%	379
2021 Q2	$35K	Buy	1,071 +467	+77%	+$14.9K	0.01%	409
2021 Q1	$18K	Buy	+604	New	+$15.9K	﹤0.01%	530

Other funds holding IPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Carolinas Wealth Consulting's IPG Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Interpublic Group of Companies (IPG) in Q1 2025, closing a stake of 16 shares — an estimated $449 sold.

Carolinas Wealth Consulting first reported a position in IPG in Q1 2021 and held it in 16 quarters. The position peaked at $40K in Q4 2021. 705 funds tracked by Wall St. Rank hold IPG as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Interpublic Group of Companies position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 16 Interpublic Group of Companies shares in Q1 2025, an estimated $449.
Carolinas Wealth Consulting first reported a position in Interpublic Group of Companies in Q1 2021 and held it in 16 quarters.
Carolinas Wealth Consulting's Interpublic Group of Companies position peaked at $40K in Q4 2021.
705 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.