EW
IPG

Evoke Wealth’s Interpublic Group of Companies IPG Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-240
Closed -$6K – 745
2022
Q3 		$6K Hold
240
– – ﹤0.01% 848
2022
Q2 		$7K Sell
240
-50
-17% -$1.59K ﹤0.01% 832
2022
Q1 		$10K Buy
290
+50
+21% +$1.8K ﹤0.01% 771
2021
Q4 		$9K Hold
240
– – ﹤0.01% 805
2021
Q3 		$8K Hold
240
– – ﹤0.01% 773
2021
Q2 		$8K Sell
240
-188
-44% -$6.01K ﹤0.01% 776
2021
Q1 		$12K Buy
428
+188
+78% +$4.96K ﹤0.01% 658
2020
Q4 		$6K Sell
240
-104
-30% -$2.18K ﹤0.01% 677
2020
Q3 		$6K Buy
344
+104
+43% +$1.86K ﹤0.01% 628
2020
Q2 		$4K Sell
240
-19
-7% -$313 ﹤0.01% 729
2020
Q1 		$4.19K Sell
259
-180
-41% -$3.8K ﹤0.01% 651
2019
Q4 		$10.1K Buy
439
+10
+2% +$220 ﹤0.01% 741
2019
Q3 		$9.25K Buy
+429
New +$9.27K ﹤0.01% 844

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
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

Evoke Wealth's IPG Position: Q4 2022 in Review

Evoke Wealth sold out of Interpublic Group of Companies (IPG) in Q4 2022, closing a stake of 240 shares — an estimated $6K sold.

Evoke Wealth first reported a position in IPG in Q3 2019 and held it in 13 quarters. The position peaked at $12K in Q1 2021. 698 funds tracked by Wall St. Rank hold IPG as of Q4 2022.

  • Evoke Wealth reported no remaining Interpublic Group of Companies position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 240 Interpublic Group of Companies shares in Q4 2022, an estimated $6K.
  • Evoke Wealth first reported a position in Interpublic Group of Companies in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Interpublic Group of Companies position peaked at $12K in Q1 2021.
  • 698 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.