DWA
IPG

Delos Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History

Delos Wealth 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
2024
Q1 		– Sell
-45
Closed -$1.47K – 405
2023
Q4 		$1.47K Hold
45
– – ﹤0.01% 155
2023
Q3 		$1.47K Hold
45
– – ﹤0.01% 191
2023
Q2 		$1.74K Hold
45
– – ﹤0.01% 181
2023
Q1 		$1.68K Hold
45
– – ﹤0.01% 195
2022
Q4 		$1.5K Hold
45
– – ﹤0.01% 215
2022
Q3 		$1K Buy
+45
New +$1.28K ﹤0.01% 245
2021
Q4 		– Sell
-99
Closed -$4K – 458
2021
Q3 		$4K Buy
+99
New +$3.54K ﹤0.01% 122

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Delos Wealth Advisors's IPG Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q1 2024, closing a stake of 45 shares — an estimated $1.47K sold.

Delos Wealth Advisors first reported a position in IPG in Q3 2021 and held it in 7 quarters. The position peaked at $4K in Q3 2021. 731 funds tracked by Wall St. Rank hold IPG as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 45 Interpublic Group of Companies shares in Q1 2024, an estimated $1.47K.
  • Delos Wealth Advisors first reported a position in Interpublic Group of Companies in Q3 2021 and held it in 7 quarters.
  • Delos Wealth Advisors's Interpublic Group of Companies position peaked at $4K in Q3 2021.
  • 731 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.