FCA
IPG

FinTrust Capital Advisors’s Interpublic Group of Companies IPG Stock Holding History

FinTrust Capital 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
2024
Q3 		$678K Sell
21,430
-1,940
-8% -$59.5K 0.11% 150
2024
Q2 		$680K Sell
23,370
-278
-1% -$8.57K 0.12% 145
2024
Q1 		$772K Buy
23,648
+839
+4% +$27.2K 0.15% 133
2023
Q4 		$744K Sell
22,809
-3,215
-12% -$96.8K 0.15% 132
2023
Q3 		$746K Buy
26,024
+2,565
+11% +$85.6K 0.17% 129
2023
Q2 		$781K Hold
23,459
– – 0.19% 129
2023
Q1 		$781K Hold
23,459
– – 0.19% 125
2022
Q4 		$781K Sell
23,459
-4,348
-16% -$135K 0.19% 125
2022
Q3 		$815K Buy
27,807
+3,358
+14% +$95.3K 0.21% 113
2022
Q2 		$721K Buy
24,449
+2,102
+9% +$66.7K 0.18% 129
2022
Q1 		$793K Buy
22,347
+1,971
+10% +$71K 0.18% 122
2021
Q4 		$763K Buy
20,376
+2,978
+17% +$108K 0.18% 120
2021
Q3 		$638K Sell
17,398
-214
-1% -$7.66K 0.17% 122
2021
Q2 		$572K Sell
17,612
-373
-2% -$11.9K 0.15% 129
2021
Q1 		$525K Buy
17,985
+767
+4% +$20.2K 0.15% 126
2020
Q4 		$405K Buy
17,218
+1,091
+7% +$22.9K 0.13% 144
2020
Q3 		$269 Buy
16,127
+3,086
+24% +$55.1K 0.05% 179
2020
Q2 		$224K Buy
13,041
+3,457
+36% +$57K 0.09% 184
2020
Q1 		$155K Buy
9,584
+753
+9% +$15.9K 0.08% 220
2019
Q4 		$204K Sell
8,831
-396
-4% -$8.71K 0.08% 206
2019
Q3 		$199K Sell
9,227
-236
-2% -$5.1K 0.07% 215
2019
Q2 		$214K Buy
9,463
+926
+11% +$20.6K 0.09% 183
2019
Q1 		$179K Buy
8,537
+796
+10% +$17.7K 0.08% 201
2018
Q4 		$159K Buy
+7,741
New +$177K 0.08% 206

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FinTrust Capital Advisors's IPG Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Interpublic Group of Companies (IPG) stake by 8.3% in Q3 2024, selling an estimated $59.5K and leaving 21,430 shares worth $678K. The position accounts for 0.11% of the portfolio, ranked #150.

FinTrust Capital Advisors first reported a position in IPG in Q4 2018 and has held it in 24 quarters since. The position peaked at $815K in Q3 2022. 717 funds tracked by Wall St. Rank hold IPG as of Q3 2024.

  • FinTrust Capital Advisors held 21,430 shares of Interpublic Group of Companies worth $678K as of Q3 2024.
  • FinTrust Capital Advisors sold 1,940 Interpublic Group of Companies shares in Q3 2024, an estimated $59.5K.
  • Interpublic Group of Companies made up 0.11% of FinTrust Capital Advisors's portfolio in Q3 2024, its #150 holding.
  • FinTrust Capital Advisors first reported a position in Interpublic Group of Companies in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Interpublic Group of Companies position peaked at $815K in Q3 2022.
  • 717 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.