GWS
IPG

Glassman Wealth Services’s Interpublic Group of Companies IPG Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-325
Closed -$10.6K – 982
2023
Q4 		$10.6K Sell
325
-6
-2% -$181 ﹤0.01% 869
2023
Q3 		$9.49K Sell
331
-32
-9% -$1.07K ﹤0.01% 874
2023
Q2 		$14K Buy
363
+25
+7% +$943 ﹤0.01% 721
2023
Q1 		$12.6K Hold
338
– – ﹤0.01% 756
2022
Q4 		$11.3K Buy
338
+35
+12% +$1.09K ﹤0.01% 792
2022
Q3 		$8K Buy
303
+15
+5% +$425 ﹤0.01% 864
2022
Q2 		$8K Sell
288
-138
-32% -$4.38K ﹤0.01% 870
2022
Q1 		$15K Buy
426
+120
+39% +$4.32K ﹤0.01% 718
2021
Q4 		$11K Buy
306
+80
+35% +$2.91K ﹤0.01% 763
2021
Q3 		$8K Buy
226
+37
+20% +$1.32K ﹤0.01% 823
2021
Q2 		$6K Buy
189
+12
+7% +$384 ﹤0.01% 871
2021
Q1 		$5K Sell
177
-40
-18% -$1.06K ﹤0.01% 858
2020
Q4 		$5K Buy
217
+5
+2% +$105 ﹤0.01% 866
2020
Q3 		$4K Buy
212
+74
+54% +$1.32K ﹤0.01% 840
2020
Q2 		$2K Sell
138
-37
-21% -$610 ﹤0.01% 862
2020
Q1 		$3K Buy
175
+110
+169% +$2.32K ﹤0.01% 616
2019
Q4 		$2K Sell
65
-11
-14% -$242 ﹤0.01% 763
2019
Q3 		$2K Buy
76
+7
+10% +$151 ﹤0.01% 702
2019
Q2 		$2K Buy
69
+21
+44% +$467 ﹤0.01% 725
2019
Q1 		$1K Sell
48
-89
-65% -$1.98K ﹤0.01% 820
2018
Q4 		$3K Buy
137
+124
+954% +$2.83K ﹤0.01% 493
2018
Q3 		$0 Sell
13
-13
-50% -$294 ﹤0.01% 880
2018
Q2 		$1K Hold
26
– – ﹤0.01% 666
2018
Q1 		$1K Buy
26
+9
+53% +$202 ﹤0.01% 620
2017
Q4 		$0 Buy
+17
New +$339 ﹤0.01% 727

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 $1.55T AUM 33.47% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glassman Wealth Services's IPG Position: Q1 2024 in Review

Glassman Wealth Services sold out of Interpublic Group of Companies (IPG) in Q1 2024, closing a stake of 325 shares — an estimated $10.6K sold.

Glassman Wealth Services first reported a position in IPG in Q4 2017 and held it in 25 quarters. The position peaked at $15K in Q1 2022. 731 funds tracked by Wall St. Rank hold IPG as of Q1 2024.

  • Glassman Wealth Services reported no remaining Interpublic Group of Companies position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 325 Interpublic Group of Companies shares in Q1 2024, an estimated $10.6K.
  • Glassman Wealth Services first reported a position in Interpublic Group of Companies in Q4 2017 and held it in 25 quarters.
  • Glassman Wealth Services's Interpublic Group of Companies position peaked at $15K in Q1 2022.
  • 731 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.