DI
IPG

Disciplined Investments’s Interpublic Group of Companies IPG Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-140
Closed -$5.4K – 803
2023
Q2 		$5.4K Sell
140
-2
-1% -$75 ﹤0.01% 402
2023
Q1 		$5.29K Buy
142
+14
+11% +$503 ﹤0.01% 430
2022
Q4 		$4.26K Sell
128
-643
-83% -$19.9K ﹤0.01% 427
2022
Q3 		$20K Sell
771
-43
-5% -$1.22K 0.01% 311
2022
Q2 		$22K Buy
814
+12
+1% +$381 0.01% 310
2022
Q1 		$28K Buy
802
+132
+20% +$4.76K 0.01% 294
2021
Q4 		$25K Buy
+670
New +$24.4K 0.01% 277

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
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

Disciplined Investments's IPG Position: Q3 2023 in Review

Disciplined Investments sold out of Interpublic Group of Companies (IPG) in Q3 2023, closing a stake of 140 shares — an estimated $5.4K sold.

Disciplined Investments first reported a position in IPG in Q4 2021 and held it in 7 quarters. The position peaked at $28K in Q1 2022. 695 funds tracked by Wall St. Rank hold IPG as of Q3 2023.

  • Disciplined Investments reported no remaining Interpublic Group of Companies position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 140 Interpublic Group of Companies shares in Q3 2023, an estimated $5.4K.
  • Disciplined Investments first reported a position in Interpublic Group of Companies in Q4 2021 and held it in 7 quarters.
  • Disciplined Investments's Interpublic Group of Companies position peaked at $28K in Q1 2022.
  • 695 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.