PWMAI
IPG

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Interpublic Group of Companies IPG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-1,937
Closed -$56.4K – 397
2024
Q2 		$56.4K Buy
1,937
+17
+0.9% +$524 0.03% 198
2024
Q1 		$62.7K Buy
1,920
+680
+55% +$22K 0.04% 177
2023
Q4 		$40.5K Buy
1,240
+12
+1% +$361 0.03% 196
2023
Q3 		$35.2K Buy
+1,228
New +$41K 0.03% 180

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IPG Position: Q3 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Interpublic Group of Companies (IPG) in Q3 2024, closing a stake of 1,937 shares — an estimated $56.4K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IPG in Q3 2023 and held it in 4 quarters. The position peaked at $62.7K in Q1 2024. 718 funds tracked by Wall St. Rank hold IPG as of Q3 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Interpublic Group of Companies position as of Q3 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,937 Interpublic Group of Companies shares in Q3 2024, an estimated $56.4K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Interpublic Group of Companies in Q3 2023 and held it in 4 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Interpublic Group of Companies position peaked at $62.7K in Q1 2024.
  • 718 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2024, filed 7 Aug 2026.