EWM
IPG

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

Empirical 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
2025
Q1 		– Sell
-228,558
Closed -$6.4M – 681
2024
Q4 		$6.4M Buy
228,558
+21,645
+10% +$646K 0.17% 104
2024
Q3 		$6.54M Buy
206,913
+33,089
+19% +$1.02M 0.18% 102
2024
Q2 		$5.06M Buy
173,824
+13,109
+8% +$404K 0.15% 110
2024
Q1 		$5.24M Buy
160,715
+37,729
+31% +$1.22M 0.16% 107
2023
Q4 		$4.01M Buy
122,986
+5,682
+5% +$171K 0.14% 113
2023
Q3 		$3.36M Buy
117,304
+5,782
+5% +$193K 0.13% 117
2023
Q2 		$4.3M Buy
111,522
+77,197
+225% +$2.91M 0.17% 102
2023
Q1 		$1.28M Buy
34,325
+2,126
+7% +$76.4K 0.06% 182
2022
Q4 		$1.07M Buy
32,199
+1,141
+4% +$35.4K 0.05% 200
2022
Q3 		$795K Buy
31,058
+1,773
+6% +$50.3K 0.04% 222
2022
Q2 		$806K Sell
29,285
-17,000
-37% -$540K 0.04% 231
2022
Q1 		$1.64M Buy
46,285
+26,239
+131% +$946K 0.08% 151
2021
Q4 		$750K Buy
+20,046
New +$729K 0.04% 268

Other funds holding IPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return