CSWM
IPG

Cassady Schiller Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Cassady Schiller Wealth Management’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
Q4 		$672 Buy
+24
New +$717 ﹤0.01% 892
2022
Q1 		– Sell
-12
Closed – – 342
2021
Q4 		$0 Buy
+12
New +$436 ﹤0.01% 598

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Cassady Schiller Wealth Management's IPG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Interpublic Group of Companies (IPG) in Q4 2024: 24 shares worth $672. The stake represents ﹤0.01% of the portfolio and ranks #892 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in IPG as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in IPG in Q4 2021 and has held it in 2 quarters since. 741 funds tracked by Wall St. Rank hold IPG as of Q4 2024.

  • Cassady Schiller Wealth Management held 24 shares of Interpublic Group of Companies worth $672 as of Q4 2024.
  • Interpublic Group of Companies was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Interpublic Group of Companies made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #892 holding.
  • Cassady Schiller Wealth Management first reported a position in Interpublic Group of Companies in Q4 2021 and has held it in 2 quarters since.
  • 741 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.