GW
IPG

GW & Wade’s Interpublic Group of Companies IPG Stock Holding History

GW & Wade’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
2023
Q4 		$337K Buy
10,330
+89
+0.9% +$2.68K 0.01% 334
2023
Q3 		$294K Buy
10,241
+88
+0.9% +$2.94K 0.01% 326
2023
Q2 		$392K Sell
10,153
-7,651
-43% -$289K 0.01% 293
2023
Q1 		$663K Buy
17,804
+7,668
+76% +$276K 0.03% 238
2022
Q4 		$338K Buy
10,136
+1,192
+13% +$37K 0.01% 294
2022
Q3 		$229K Buy
8,944
+346
+4% +$9.81K 0.01% 343
2022
Q2 		$237K Sell
8,598
-360
-4% -$11.4K 0.01% 341
2022
Q1 		$318K Buy
8,958
+450
+5% +$16.2K 0.01% 302
2021
Q4 		$319K Sell
8,508
-1,509
-15% -$54.9K 0.01% 311
2021
Q3 		$367K Buy
10,017
+439
+5% +$15.7K 0.02% 281
2021
Q2 		$311K Buy
9,578
+79
+0.8% +$2.53K 0.01% 304
2021
Q1 		$277K Buy
9,499
+86
+0.9% +$2.27K 0.01% 294
2020
Q4 		$221K Buy
+9,413
New +$197K 0.01% 289
2020
Q2 		– Sell
-17,831
Closed -$289K – 244
2020
Q1 		$289K Buy
17,831
+281
+2% +$5.94K 0.03% 172
2019
Q4 		$405K Buy
+17,550
New +$386K 0.03% 169

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GW & Wade's IPG Position: Q4 2023 in Review

GW & Wade increased its Interpublic Group of Companies (IPG) stake by 0.87% in Q4 2023, buying an estimated $2.68K and bringing the position to 10,330 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #334.

GW & Wade first reported a position in IPG in Q4 2019 and has held it in 15 quarters since. The position peaked at $663K in Q1 2023. 732 funds tracked by Wall St. Rank hold IPG as of Q4 2023.

  • GW & Wade held 10,330 shares of Interpublic Group of Companies worth $337K as of Q4 2023.
  • GW & Wade bought 89 Interpublic Group of Companies shares in Q4 2023, an estimated $2.68K.
  • Interpublic Group of Companies made up 0.01% of GW & Wade's portfolio in Q4 2023, its #334 holding.
  • GW & Wade first reported a position in Interpublic Group of Companies in Q4 2019 and has held it in 15 quarters since.
  • GW & Wade's Interpublic Group of Companies position peaked at $663K in Q1 2023.
  • 732 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.