CIA
IPG

Concurrent Investment Advisors’s Interpublic Group of Companies IPG Stock Holding History

Concurrent Investment Advisors’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
-8,223
Closed -$223K – 1435
2025
Q1 		$223K Sell
8,223
-592
-7% -$16.2K 0.01% 1073
2024
Q4 		$247K Buy
+8,815
New +$263K 0.01% 904

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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 $7.33B AUM 56.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Concurrent Investment Advisors's IPG Position: Q2 2025 in Review

Concurrent Investment Advisors sold out of Interpublic Group of Companies (IPG) in Q2 2025, closing a stake of 8,223 shares — an estimated $223K sold.

Concurrent Investment Advisors first reported a position in IPG in Q4 2024 and held it in 2 quarters. The position peaked at $247K in Q4 2024. 655 funds tracked by Wall St. Rank hold IPG as of Q2 2025.

  • Concurrent Investment Advisors reported no remaining Interpublic Group of Companies position as of Q2 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 8,223 Interpublic Group of Companies shares in Q2 2025, an estimated $223K.
  • Concurrent Investment Advisors first reported a position in Interpublic Group of Companies in Q4 2024 and held it in 2 quarters.
  • Concurrent Investment Advisors's Interpublic Group of Companies position peaked at $247K in Q4 2024.
  • 655 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2025.

Based on Concurrent Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.