Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
JWM
IPG
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
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
BCIM
Black Creek Investment Management
Toronto, Ontario, Canada
$1.86B AUM
15.33%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close