CA
IPG

Crewe Advisors’s Interpublic Group of Companies IPG Stock Holding History

Crewe 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
2023
Q4 		– Sell
-10
Closed -$287 – 562
2023
Q3 		$287 Buy
10
+2
+25% +$67 ﹤0.01% 424
2023
Q2 		$309 Buy
+8
New +$302 ﹤0.01% 672
2022
Q4 		– Sell
-657
Closed -$17K – 1146
2022
Q3 		$17K Buy
657
+541
+466% +$15.3K ﹤0.01% 510
2022
Q2 		$3K Buy
+116
New +$3.68K ﹤0.01% 899
2020
Q4 		– Sell
-145
Closed -$2K – 552
2020
Q3 		$2K Buy
+145
New +$2.59K ﹤0.01% 511

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return