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

Dakota 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
2023 Q4	–	Sell	-9,774	Closed	-$280K	–	685
2023 Q3	$280K	Buy	9,774 +691	+8%	+$23.1K	0.01%	505
2023 Q2	$350K	Buy	9,083 +1,004	+12%	+$37.9K	0.02%	447
2023 Q1	$301K	Buy	8,079 +135	+2%	+$4.85K	0.02%	465
2022 Q4	$265K	Sell	7,944 -170	-2%	-$5.27K	0.02%	472
2022 Q3	$207K	Buy	8,114 +329	+4%	+$9.33K	0.02%	498
2022 Q2	$214K	Buy	+7,785	New	+$247K	0.02%	435
2022 Q1	–	Sell	-37,052	Closed	-$1.39M	–	470
2021 Q4	$1.39M	Hold	37,052	–	–	0.15%	139
2021 Q3	$1.36M	Buy	37,052 +1,922	+5%	+$68.8K	0.16%	144
2021 Q2	$1.14M	Sell	35,130 -11,045	-24%	-$353K	0.14%	145
2021 Q1	$1.35M	Buy	+46,175	New	+$1.22M	0.18%	127
2017 Q3	–	Sell	-56,307	Closed	-$1.39M	–	64
2017 Q2	$1.39M	Buy	56,307 +18,992	+51%	+$464K	0.77%	33
2017 Q1	$917K	Buy	+37,315	New	+$895K	0.54%	38

Other funds holding IPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dakota Wealth Management's IPG Position: Q4 2023 in Review

Dakota Wealth Management sold out of Interpublic Group of Companies (IPG) in Q4 2023, closing a stake of 9,774 shares — an estimated $280K sold.

Dakota Wealth Management first reported a position in IPG in Q1 2017 and held it in 12 quarters. The position peaked at $1.39M in Q4 2021. 733 funds tracked by Wall St. Rank hold IPG as of Q4 2023.

Dakota Wealth Management reported no remaining Interpublic Group of Companies position as of Q4 2023 after selling out during the quarter.
Dakota Wealth Management sold 9,774 Interpublic Group of Companies shares in Q4 2023, an estimated $280K.
Dakota Wealth Management first reported a position in Interpublic Group of Companies in Q1 2017 and held it in 12 quarters.
Dakota Wealth Management's Interpublic Group of Companies position peaked at $1.39M in Q4 2021.
733 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.