GM
IPG

GeoWealth Management’s Interpublic Group of Companies IPG Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-3,341
Closed -$93.6K – 1437
2024
Q4 		$93.6K Buy
3,341
+573
+21% +$17.1K ﹤0.01% 991
2024
Q3 		$87.6K Sell
2,768
-1,789
-39% -$54.9K ﹤0.01% 920
2024
Q2 		$133K Sell
4,557
-1,204
-21% -$37.1K 0.01% 755
2024
Q1 		$188K Buy
5,761
+566
+11% +$18.3K 0.01% 701
2023
Q4 		$170K Buy
5,195
+2,260
+77% +$68K 0.01% 528
2023
Q3 		$84K Buy
2,935
+1,084
+59% +$36.2K 0.01% 352
2023
Q2 		$71K Sell
1,851
-472
-20% -$17.8K 0.01% 307
2023
Q1 		$87K Sell
2,323
-8
-0.3% -$288 0.01% 250
2022
Q4 		$78K Sell
2,331
-21
-0.9% -$651 0.01% 283
2022
Q3 		$60K Buy
2,352
+1,497
+175% +$42.5K 0.01% 286
2022
Q2 		$24K Buy
855
+103
+14% +$3.27K ﹤0.01% 291
2022
Q1 		$27K Buy
752
+11
+1% +$396 ﹤0.01% 354
2021
Q4 		$28K Buy
741
+8
+1% +$291 ﹤0.01% 339
2021
Q3 		$26K Sell
733
-1,472
-67% -$52.7K ﹤0.01% 350
2021
Q2 		$72K Buy
+2,205
New +$70.5K 0.01% 229

Other funds holding IPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GeoWealth Management's IPG Position: Q1 2025 in Review

GeoWealth Management sold out of Interpublic Group of Companies (IPG) in Q1 2025, closing a stake of 3,341 shares — an estimated $93.6K sold.

GeoWealth Management first reported a position in IPG in Q2 2021 and held it in 15 quarters. The position peaked at $188K in Q1 2024. 704 funds tracked by Wall St. Rank hold IPG as of Q1 2025.

  • GeoWealth Management reported no remaining Interpublic Group of Companies position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 3,341 Interpublic Group of Companies shares in Q1 2025, an estimated $93.6K.
  • GeoWealth Management first reported a position in Interpublic Group of Companies in Q2 2021 and held it in 15 quarters.
  • GeoWealth Management's Interpublic Group of Companies position peaked at $188K in Q1 2024.
  • 704 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.