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 0.13% 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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Empirical Wealth Management's IPG Position: Q1 2025 in Review

Empirical Wealth Management sold out of Interpublic Group of Companies (IPG) in Q1 2025, closing a stake of 228,558 shares — an estimated $6.4M sold.

Empirical Wealth Management first reported a position in IPG in Q4 2021 and held it in 13 quarters. The position peaked at $6.54M in Q3 2024. 704 funds tracked by Wall St. Rank hold IPG as of Q1 2025.

  • Empirical Wealth Management reported no remaining Interpublic Group of Companies position as of Q1 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 228,558 Interpublic Group of Companies shares in Q1 2025, an estimated $6.4M.
  • Empirical Wealth Management first reported a position in Interpublic Group of Companies in Q4 2021 and held it in 13 quarters.
  • Empirical Wealth Management's Interpublic Group of Companies position peaked at $6.54M in Q3 2024.
  • 704 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.