CWM
IPG

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

Curi 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
2022
Q3 		– Sell
-173
Closed -$5K – 434
2022
Q2 		$5K Buy
+173
New +$5.49K ﹤0.01% 452

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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

Curi Wealth Management's IPG Position: Q3 2022 in Review

Curi Wealth Management sold out of Interpublic Group of Companies (IPG) in Q3 2022, closing a stake of 173 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in IPG in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 632 funds tracked by Wall St. Rank hold IPG as of Q3 2022.

  • Curi Wealth Management reported no remaining Interpublic Group of Companies position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 173 Interpublic Group of Companies shares in Q3 2022, an estimated $5K.
  • Curi Wealth Management first reported a position in Interpublic Group of Companies in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Interpublic Group of Companies position peaked at $5K in Q2 2022.
  • 632 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.