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

Other funds holding IPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Foster Victor Wealth Advisors's IPG Position: Q3 2023 in Review

Foster Victor Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q3 2023, closing a stake of 136,966 shares — an estimated $5.24M sold.

Foster Victor Wealth Advisors first reported a position in IPG in Q3 2020 and held it in 12 quarters. The position peaked at $5.24M in Q2 2023. 695 funds tracked by Wall St. Rank hold IPG as of Q3 2023.

Foster Victor Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q3 2023 after selling out during the quarter.
Foster Victor Wealth Advisors sold 136,966 Interpublic Group of Companies shares in Q3 2023, an estimated $5.24M.
Foster Victor Wealth Advisors first reported a position in Interpublic Group of Companies in Q3 2020 and held it in 12 quarters.
Foster Victor Wealth Advisors's Interpublic Group of Companies position peaked at $5.24M in Q2 2023.
695 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2023.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.