IFAM
IPG

Institutional & Family Asset Management’s Interpublic Group of Companies IPG Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$87.9K Hold
3,020
– – 0.01% 197
2024
Q1 		$98.5K Sell
3,020
-248
-8% -$8.03K 0.02% 186
2023
Q4 		$107K Sell
3,268
-76
-2% -$2.29K 0.02% 182
2023
Q3 		$95.8K Hold
3,344
– – 0.02% 180
2023
Q2 		$129K Buy
3,344
+76
+2% +$2.87K 0.02% 161
2023
Q1 		$122K Buy
3,268
+903
+38% +$32.5K 0.02% 156
2022
Q4 		$78.8K Sell
2,365
-359
-13% -$11.1K 0.01% 191
2022
Q3 		$70K Hold
2,724
– – 0.01% 196
2022
Q2 		$75K Sell
2,724
-58
-2% -$1.84K 0.01% 192
2022
Q1 		$99K Hold
2,782
– – 0.02% 189
2021
Q4 		$104K Hold
2,782
– – 0.02% 203
2021
Q3 		$102K Sell
2,782
-173
-6% -$6.19K 0.02% 240
2021
Q2 		$96K Sell
2,955
-727
-20% -$23.2K 0.02% 248
2021
Q1 		$108K Buy
3,682
+463
+14% +$12.2K 0.02% 255
2020
Q4 		$76K Sell
3,219
-79
-2% -$1.66K 0.02% 278
2020
Q3 		$55K Buy
3,298
+1,015
+44% +$18.1K 0.01% 279
2020
Q2 		$39K Buy
+2,283
New +$37.6K 0.01% 324

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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.86B AUM 15.33% 1-Year Est. Return

Institutional & Family Asset Management's IPG Position: Q2 2024 in Review

Institutional & Family Asset Management held its Interpublic Group of Companies (IPG) position steady in Q2 2024 at 3,020 shares worth $87.9K. The position accounts for 0.01% of the portfolio, ranked #197.

Institutional & Family Asset Management first reported a position in IPG in Q2 2020 and has held it in 17 quarters since. The position peaked at $129K in Q2 2023. 714 funds tracked by Wall St. Rank hold IPG as of Q2 2024.

  • Institutional & Family Asset Management held 3,020 shares of Interpublic Group of Companies worth $87.9K as of Q2 2024.
  • Institutional & Family Asset Management left its Interpublic Group of Companies share count unchanged in Q2 2024.
  • Interpublic Group of Companies made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #197 holding.
  • Institutional & Family Asset Management first reported a position in Interpublic Group of Companies in Q2 2020 and has held it in 17 quarters since.
  • Institutional & Family Asset Management's Interpublic Group of Companies position peaked at $129K in Q2 2023.
  • 714 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.