IAA
IPG

Independent Advisor Alliance’s Interpublic Group of Companies IPG Stock Holding History

Independent Advisor Alliance’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
-6,806
Closed -$222K – 722
2024
Q1 		$222K Buy
+6,806
New +$220K 0.01% 642
2023
Q3 		– Sell
-13,898
Closed -$536K – 674
2023
Q2 		$536K Buy
+13,898
New +$524K 0.02% 412
2022
Q3 		– Sell
-8,315
Closed -$229K – 642
2022
Q2 		$229K Buy
8,315
+2,347
+39% +$74.5K 0.01% 545
2022
Q1 		$212K Sell
5,968
-144
-2% -$5.19K 0.01% 600
2021
Q4 		$229K Buy
+6,112
New +$222K 0.01% 595

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

Independent Advisor Alliance's IPG Position: Q2 2024 in Review

Independent Advisor Alliance sold out of Interpublic Group of Companies (IPG) in Q2 2024, closing a stake of 6,806 shares — an estimated $222K sold.

Independent Advisor Alliance first reported a position in IPG in Q4 2021 and held it in 5 quarters. The position peaked at $536K in Q2 2023. 714 funds tracked by Wall St. Rank hold IPG as of Q2 2024.

  • Independent Advisor Alliance reported no remaining Interpublic Group of Companies position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,806 Interpublic Group of Companies shares in Q2 2024, an estimated $222K.
  • Independent Advisor Alliance first reported a position in Interpublic Group of Companies in Q4 2021 and held it in 5 quarters.
  • Independent Advisor Alliance's Interpublic Group of Companies position peaked at $536K in Q2 2023.
  • 714 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.