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

Janiczek 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
2024 Q2	$9.28K	Hold	319	–	–	﹤0.01%	673
2024 Q1	$10.4K	Hold	319	–	–	﹤0.01%	672
2023 Q4	$10.4K	Buy	319 +11	+4%	+$331	﹤0.01%	661
2023 Q3	$8.83K	Hold	308	–	–	﹤0.01%	658
2023 Q2	$11.9K	Hold	308	–	–	﹤0.01%	542
2023 Q1	$11.7K	Hold	308	–	–	﹤0.01%	545
2022 Q4	$11.1K	Hold	308	–	–	﹤0.01%	542
2022 Q3	$8K	Sell	308 -300	-49%	-$8.51K	﹤0.01%	581
2022 Q2	$18K	Buy	608 +16	+3%	+$508	0.01%	486
2022 Q1	$21K	Hold	592	–	–	0.01%	442
2021 Q4	$22K	Sell	592 -34	-5%	-$1.24K	0.01%	461
2021 Q3	$23K	Buy	626 +253	+68%	+$9.06K	0.01%	432
2021 Q2	$12K	Hold	373	–	–	﹤0.01%	529
2021 Q1	$11K	Buy	373 +65	+21%	+$1.72K	﹤0.01%	509
2020 Q4	$7K	Buy	+308	New	+$6.46K	﹤0.01%	523

Other funds holding IPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Janiczek Wealth Management's IPG Position: Q2 2024 in Review

Janiczek Wealth Management held its Interpublic Group of Companies (IPG) position steady in Q2 2024 at 319 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Janiczek Wealth Management first reported a position in IPG in Q4 2020 and has held it in 15 quarters since. The position peaked at $23K in Q3 2021. 714 funds tracked by Wall St. Rank hold IPG as of Q2 2024.

Janiczek Wealth Management held 319 shares of Interpublic Group of Companies worth $9.28K as of Q2 2024.
Janiczek Wealth Management left its Interpublic Group of Companies share count unchanged in Q2 2024.
Interpublic Group of Companies made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #673 holding.
Janiczek Wealth Management first reported a position in Interpublic Group of Companies in Q4 2020 and has held it in 15 quarters since.
Janiczek Wealth Management's Interpublic Group of Companies position peaked at $23K in Q3 2021.
714 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.