EWA
IPG

Evolution Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History

Evolution Wealth Advisors’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
2020
Q1 		– Sell
-94
Closed -$2K – 479
2019
Q4 		$2K Buy
+94
New +$2.07K ﹤0.01% 577
2019
Q3 		– Sell
-69
Closed -$2K – 535
2019
Q2 		$2K Buy
+69
New +$1.53K ﹤0.01% 414

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
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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Evolution Wealth Advisors's IPG Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q1 2020, closing a stake of 94 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in IPG in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 494 funds tracked by Wall St. Rank hold IPG as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 94 Interpublic Group of Companies shares in Q1 2020, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Interpublic Group of Companies in Q2 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Interpublic Group of Companies position peaked at $2K in Q4 2019.
  • 494 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.