GSWM
IPG

Golden State Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Golden State Wealth 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
Q4 		– Sell
-64
Closed -$1.79K – 1723
2025
Q3 		$1.79K Hold
64
– – ﹤0.01% 1410
2025
Q2 		$1.57K Sell
64
-33
-34% -$803 ﹤0.01% 1385
2025
Q1 		$2.63K Hold
97
– – ﹤0.01% 1279
2024
Q4 		$2.72K Buy
+97
New +$2.9K ﹤0.01% 1215
2019
Q4 		– Sell
-155
Closed -$3K – 485
2019
Q3 		$3K Buy
+155
New +$3.35K ﹤0.01% 924
2019
Q2 		– Sell
-161
Closed -$3K – 1118
2019
Q1 		$3K Buy
+161
New +$3.58K ﹤0.01% 983

Other funds holding IPG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Golden State Wealth Management's IPG Position: Q4 2025 in Review

Golden State Wealth Management sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 64 shares — an estimated $1.79K sold.

Golden State Wealth Management first reported a position in IPG in Q1 2019 and held it in 6 quarters. The position peaked at $3K in Q3 2019. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

  • Golden State Wealth Management reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 64 Interpublic Group of Companies shares in Q4 2025, an estimated $1.79K.
  • Golden State Wealth Management first reported a position in Interpublic Group of Companies in Q1 2019 and held it in 6 quarters.
  • Golden State Wealth Management's Interpublic Group of Companies position peaked at $3K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.