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FVWA
IPG
Foster Victor Wealth Advisors’s
Interpublic Group of Companies
IPG
Stock Holding History
Foster Victor 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
2023
Q3
–
Sell
-136,966
Closed
-$5.24M
–
166
2023
Q2
$5.24M
Buy
136,966
+1,554
+1%
+$58.6K
0.58%
59
2023
Q1
$5.07M
Buy
135,412
+3,204
+2%
+$115K
0.61%
59
2022
Q4
$4.72M
Buy
132,208
+5,360
+4%
+$166K
0.6%
60
2022
Q3
$3.42M
Buy
126,848
+10,866
+9%
+$308K
0.5%
68
2022
Q2
$3.17M
Buy
115,982
+13,178
+13%
+$418K
0.47%
72
2022
Q1
$3.54M
Buy
102,804
+14,057
+16%
+$507K
0.49%
66
2021
Q4
$3.35M
Buy
88,747
+13,592
+18%
+$494K
0.46%
69
2021
Q3
$2.76M
Buy
75,155
+10,208
+16%
+$365K
0.44%
69
2021
Q2
$2.11M
Buy
64,947
+11,616
+22%
+$371K
0.35%
80
2021
Q1
$1.57M
Buy
53,331
+15,790
+42%
+$417K
0.29%
81
2020
Q4
$883K
Buy
37,541
+14,760
+65%
+$310K
0.2%
88
2020
Q3
$380K
Buy
+22,781
New
+$406K
0.1%
103
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BCIM
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1-Year Est. Return
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$654B AUM
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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