JWM
IPG

Jackson Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Jackson Wealth 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
2022
Q3 		– Sell
-20,099
Closed -$553K – 103
2022
Q2 		$553K Sell
20,099
-27,814
-58% -$883K 0.26% 72
2022
Q1 		$1.7M Sell
47,913
-1
-0% -$36 0.24% 82
2021
Q4 		$1.79M Sell
47,914
-499
-1% -$18.1K 0.23% 87
2021
Q3 		$4K Buy
48,413
+653
+1% +$23.4K 0.05% 80
2021
Q2 		$1.55M Buy
+47,760
New +$1.53M 0.2% 90

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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

Jackson Wealth Management's IPG Position: Q3 2022 in Review

Jackson Wealth Management sold out of Interpublic Group of Companies (IPG) in Q3 2022, closing a stake of 20,099 shares — an estimated $553K sold.

Jackson Wealth Management first reported a position in IPG in Q2 2021 and held it in 5 quarters. The position peaked at $1.79M in Q4 2021. 633 funds tracked by Wall St. Rank hold IPG as of Q3 2022.

  • Jackson Wealth Management reported no remaining Interpublic Group of Companies position as of Q3 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 20,099 Interpublic Group of Companies shares in Q3 2022, an estimated $553K.
  • Jackson Wealth Management first reported a position in Interpublic Group of Companies in Q2 2021 and held it in 5 quarters.
  • Jackson Wealth Management's Interpublic Group of Companies position peaked at $1.79M in Q4 2021.
  • 633 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2022.

Based on Jackson Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.