FCA
IPG

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

Fortis 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
2023
Q2 		– Sell
-95
Closed -$3.54K – 363
2023
Q1 		$3.54K Hold
95
– – ﹤0.01% 530
2022
Q4 		$3.16K Buy
+95
New +$2.95K ﹤0.01% 551

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fortis Capital Advisors's IPG Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Interpublic Group of Companies (IPG) in Q2 2023, closing a stake of 95 shares — an estimated $3.54K sold.

Fortis Capital Advisors first reported a position in IPG in Q4 2022 and held it in 2 quarters. The position peaked at $3.54K in Q1 2023. 735 funds tracked by Wall St. Rank hold IPG as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Interpublic Group of Companies position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 95 Interpublic Group of Companies shares in Q2 2023, an estimated $3.54K.
  • Fortis Capital Advisors first reported a position in Interpublic Group of Companies in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Interpublic Group of Companies position peaked at $3.54K in Q1 2023.
  • 735 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.