HWMA
IPG

Heritage Wealth Management (Arizona)’s Interpublic Group of Companies IPG Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$6.73K Buy
202
+147
+267% +$4.56K ﹤0.01% 834
2022
Q3 		$1K Buy
+55
New +$1.56K ﹤0.01% 947

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IPG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Interpublic Group of Companies (IPG) stake by 267% in Q4 2022, buying an estimated $4.56K and bringing the position to 202 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Heritage Wealth Management (Arizona) first reported a position in IPG in Q3 2022 and has held it in 2 quarters since. 698 funds tracked by Wall St. Rank hold IPG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 202 shares of Interpublic Group of Companies worth $6.73K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 147 Interpublic Group of Companies shares in Q4 2022, an estimated $4.56K.
  • Interpublic Group of Companies made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #834 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Interpublic Group of Companies in Q3 2022 and has held it in 2 quarters since.
  • 698 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.