CWA
IPG

Centennial Wealth Advisory’s Interpublic Group of Companies IPG Stock Holding History

Centennial Wealth Advisory’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
Q2 		– Sell
-14,296
Closed -$388K – 160
2025
Q1 		$388K Buy
14,296
+1,866
+15% +$51.2K 0.14% 101
2024
Q4 		$348K Buy
12,430
+1,800
+17% +$53.7K 0.14% 105
2024
Q3 		$336K Buy
10,630
+680
+7% +$20.9K 0.13% 102
2024
Q2 		$289K Buy
9,950
+879
+10% +$27.1K 0.13% 103
2024
Q1 		$296K Sell
9,071
-520
-5% -$16.8K 0.14% 103
2023
Q4 		$313K Sell
9,591
-58
-0.6% -$1.75K 0.16% 96
2023
Q3 		$277K Buy
9,649
+609
+7% +$20.3K 0.15% 106
2023
Q2 		$349K Sell
9,040
-248
-3% -$9.36K 0.18% 82
2023
Q1 		$346K Sell
9,288
-1,720
-16% -$61.8K 0.18% 78
2022
Q4 		$367K Buy
11,008
+873
+9% +$27.1K 0.2% 70
2022
Q3 		$259K Buy
10,135
+2,659
+36% +$75.4K 0.15% 80
2022
Q2 		$206K Buy
+7,476
New +$237K 0.12% 112

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return