JWCA
IPG

J.W. Coons Advisors’s Interpublic Group of Companies IPG Stock Holding History

J.W. Coons Advisors’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
Q2 		$258K Sell
10,539
-79
-0.7% -$1.92K 0.06% 217
2025
Q1 		$288K Sell
10,618
-952
-8% -$26.1K 0.08% 195
2024
Q4 		$324K Buy
11,570
+231
+2% +$6.9K 0.08% 189
2024
Q3 		$359K Buy
11,339
+219
+2% +$6.72K 0.09% 179
2024
Q2 		$323K Sell
11,120
-100
-0.9% -$3.08K 0.08% 183
2024
Q1 		$366K Sell
11,220
-511
-4% -$16.5K 0.08% 179
2023
Q4 		$383K Buy
11,731
+623
+6% +$18.8K 0.1% 166
2023
Q3 		$318K Buy
11,108
+1,040
+10% +$34.7K 0.09% 176
2023
Q2 		$388K Buy
10,068
+510
+5% +$19.2K 0.11% 165
2023
Q1 		$356K Buy
9,558
+1,100
+13% +$39.5K 0.1% 172
2022
Q4 		$282K Buy
+8,458
New +$262K 0.08% 192
2022
Q2 		– Sell
-8,230
Closed -$293K – 254
2022
Q1 		$293K Buy
8,230
+70
+0.9% +$2.52K 0.09% 201
2021
Q4 		$307K Sell
8,160
-575
-7% -$20.9K 0.09% 190
2021
Q3 		$320K Buy
8,735
+1,095
+14% +$39.2K 0.11% 171
2021
Q2 		$247K Buy
+7,640
New +$244K 0.09% 196

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return