DWP
IPG

Daymark Wealth Partners’s Interpublic Group of Companies IPG Stock Holding History

Daymark Wealth Partners’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
Q2 		– Sell
-5,548
Closed -$207K – 381
2023
Q1 		$207K Buy
+5,548
New +$199K 0.03% 279

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Daymark Wealth Partners's IPG Position: Q2 2023 in Review

Daymark Wealth Partners sold out of Interpublic Group of Companies (IPG) in Q2 2023, closing a stake of 5,548 shares — an estimated $207K sold.

Daymark Wealth Partners first reported a position in IPG in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 735 funds tracked by Wall St. Rank hold IPG as of Q2 2023.

  • Daymark Wealth Partners reported no remaining Interpublic Group of Companies position as of Q2 2023 after selling out during the quarter.
  • Daymark Wealth Partners sold 5,548 Interpublic Group of Companies shares in Q2 2023, an estimated $207K.
  • Daymark Wealth Partners first reported a position in Interpublic Group of Companies in Q1 2023 and held it in 1 quarter.
  • Daymark Wealth Partners's Interpublic Group of Companies position peaked at $207K in Q1 2023.
  • 735 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2023.

Based on Daymark Wealth Partners's 13F filing for Q2 2023, filed 19 Jul 2023.