Carroll Financial Associates’s Interpublic Group of Companies IPG Stock Holding History

Carroll Financial Associates’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
2021 Q4	$16K	Hold	427	–	–	﹤0.01%	1037
2021 Q3	$15K	Buy	427 +404	+1,757%	+$14.5K	﹤0.01%	1074
2021 Q2	$0	Buy	+23	New	+$735	﹤0.01%	1764
2019 Q3	–	Sell	-2	Closed	–	–	1609
2019 Q2	$0	Buy	+2	New	+$44	﹤0.01%	1631
2018 Q4	–	Sell	-169	Closed	-$3K	–	1331
2018 Q3	$3K	Sell	169 -79	-32%	-$1.79K	﹤0.01%	1155
2018 Q2	$5K	Hold	248	–	–	﹤0.01%	1048
2018 Q1	$5K	Hold	248	–	–	﹤0.01%	1028
2017 Q4	$4K	Buy	+248	New	+$4.95K	﹤0.01%	1042
2017 Q3	–	Sell	-71	Closed	-$1.54K	–	1222
2017 Q2	$1K	Hold	71	–	–	﹤0.01%	1141
2017 Q1	$1K	Hold	71	–	–	﹤0.01%	1129
2016 Q4	$1K	Hold	71	–	–	﹤0.01%	1092
2016 Q3	$1K	Hold	71	–	–	﹤0.01%	1110
2016 Q2	$1K	Buy	71 +36	+103%	+$846	﹤0.01%	1097
2016 Q1	$0	Buy	+35	New	+$757	﹤0.01%	1163

Other funds holding IPG

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Carroll Financial Associates's IPG Position: Q4 2021 in Review

Carroll Financial Associates held its Interpublic Group of Companies (IPG) position steady in Q4 2021 at 427 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Carroll Financial Associates first reported a position in IPG in Q1 2016 and has held it in 14 quarters since. 698 funds tracked by Wall St. Rank hold IPG as of Q4 2021.

Carroll Financial Associates held 427 shares of Interpublic Group of Companies worth $16K as of Q4 2021.
Carroll Financial Associates left its Interpublic Group of Companies share count unchanged in Q4 2021.
Interpublic Group of Companies made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1037 holding.
Carroll Financial Associates first reported a position in Interpublic Group of Companies in Q1 2016 and has held it in 14 quarters since.
698 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.