GA
IPG

GoalVest Advisory’s Interpublic Group of Companies IPG Stock Holding History

GoalVest Advisory’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
Q2 		– Sell
-370
Closed -$12.1K – 367
2024
Q1 		$12.1K Buy
370
+155
+72% +$5.02K ﹤0.01% 299
2023
Q4 		$7.02K Sell
215
-25
-10% -$753 ﹤0.01% 277
2023
Q3 		$6.88K Buy
+240
New +$8.01K ﹤0.01% 318
2022
Q2 		– Sell
-240
Closed -$9K – 425
2022
Q1 		$9K Buy
+240
New +$8.65K 0.01% 250

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return