EI
IPG

Ellevest Inc’s Interpublic Group of Companies IPG Stock Holding History

Ellevest Inc’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
Q3 		– Sell
-7,455
Closed -$217K – 437
2024
Q2 		$217K Sell
7,455
-3,423
-31% -$105K 0.01% 372
2024
Q1 		$355K Buy
10,878
+727
+7% +$23.5K 0.02% 280
2023
Q4 		$331K Sell
10,151
-1,713
-14% -$51.6K 0.02% 278
2023
Q3 		$340K Buy
11,864
+13
+0.1% +$434 0.03% 237
2023
Q2 		$457K Sell
11,851
-640
-5% -$24.1K 0.03% 169
2023
Q1 		$465K Buy
12,491
+138
+1% +$4.96K 0.04% 149
2022
Q4 		$411K Buy
12,353
+575
+5% +$17.8K 0.03% 165
2022
Q3 		$302K Sell
11,778
-816
-6% -$23.1K 0.03% 180
2022
Q2 		$347K Sell
12,594
-1,125
-8% -$35.7K 0.03% 168
2022
Q1 		$486K Buy
13,719
+1,271
+10% +$45.8K 0.04% 128
2021
Q4 		$466K Sell
12,448
-187
-1% -$6.8K 0.04% 118
2021
Q3 		$463K Buy
12,635
+1,212
+11% +$43.4K 0.05% 101
2021
Q2 		$371K Sell
11,423
-39
-0.3% -$1.25K 0.04% 124
2021
Q1 		$335K Buy
11,462
+1,973
+21% +$52.1K 0.04% 113
2020
Q4 		$223K Sell
9,489
-9,610
-50% -$202K 0.03% 141
2020
Q3 		$318K Buy
19,099
+2,141
+13% +$38.2K 0.06% 93
2020
Q2 		$291K Buy
16,958
+4,025
+31% +$66.4K 0.06% 84
2020
Q1 		$209K Buy
12,933
+12,893
+32,233% +$272K 0.06% 89
2019
Q4 		$1K Hold
40
– – ﹤0.01% 792
2019
Q3 		$1K Buy
+40
New +$864 ﹤0.01% 403

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ellevest Inc's IPG Position: Q3 2024 in Review

Ellevest Inc sold out of Interpublic Group of Companies (IPG) in Q3 2024, closing a stake of 7,455 shares — an estimated $217K sold.

Ellevest Inc first reported a position in IPG in Q3 2019 and held it in 20 quarters. The position peaked at $486K in Q1 2022. 718 funds tracked by Wall St. Rank hold IPG as of Q3 2024.

  • Ellevest Inc reported no remaining Interpublic Group of Companies position as of Q3 2024 after selling out during the quarter.
  • Ellevest Inc sold 7,455 Interpublic Group of Companies shares in Q3 2024, an estimated $217K.
  • Ellevest Inc first reported a position in Interpublic Group of Companies in Q3 2019 and held it in 20 quarters.
  • Ellevest Inc's Interpublic Group of Companies position peaked at $486K in Q1 2022.
  • 718 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2024.

Based on Ellevest Inc's 13F filing for Q3 2024, filed 13 Nov 2024.