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 – 364
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 – 421
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 $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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
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

GoalVest Advisory's IPG Position: Q2 2024 in Review

GoalVest Advisory sold out of Interpublic Group of Companies (IPG) in Q2 2024, closing a stake of 370 shares — an estimated $12.1K sold.

GoalVest Advisory first reported a position in IPG in Q1 2022 and held it in 4 quarters. The position peaked at $12.1K in Q1 2024. 714 funds tracked by Wall St. Rank hold IPG as of Q2 2024.

  • GoalVest Advisory reported no remaining Interpublic Group of Companies position as of Q2 2024 after selling out during the quarter.
  • GoalVest Advisory sold 370 Interpublic Group of Companies shares in Q2 2024, an estimated $12.1K.
  • GoalVest Advisory first reported a position in Interpublic Group of Companies in Q1 2022 and held it in 4 quarters.
  • GoalVest Advisory's Interpublic Group of Companies position peaked at $12.1K in Q1 2024.
  • 714 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.