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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crewe Advisors's IPG Position: Q4 2023 in Review

Crewe Advisors sold out of Interpublic Group of Companies (IPG) in Q4 2023, closing a stake of 10 shares — an estimated $287 sold.

Crewe Advisors first reported a position in IPG in Q3 2020 and held it in 5 quarters. The position peaked at $17K in Q3 2022. 733 funds tracked by Wall St. Rank hold IPG as of Q4 2023.

  • Crewe Advisors reported no remaining Interpublic Group of Companies position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 10 Interpublic Group of Companies shares in Q4 2023, an estimated $287.
  • Crewe Advisors first reported a position in Interpublic Group of Companies in Q3 2020 and held it in 5 quarters.
  • Crewe Advisors's Interpublic Group of Companies position peaked at $17K in Q3 2022.
  • 733 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.