KAS
IPG

Kestra Advisory Services’s Interpublic Group of Companies IPG Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-12,749
Closed -$357K – 2831
2024
Q4 		$357K Sell
12,749
-10,216
-44% -$305K ﹤0.01% 2111
2024
Q3 		$726K Sell
22,965
-329
-1% -$10.1K ﹤0.01% 1522
2024
Q2 		$678K Buy
23,294
+14,982
+180% +$462K ﹤0.01% 1579
2024
Q1 		$271K Sell
8,312
-6,774
-45% -$219K ﹤0.01% 2076
2023
Q4 		$492K Sell
15,086
-556
-4% -$16.7K ﹤0.01% 1538
2023
Q3 		$448K Buy
15,642
+8,698
+125% +$290K ﹤0.01% 1429
2023
Q2 		$268K Sell
6,944
-20,303
-75% -$766K ﹤0.01% 1705
2023
Q1 		$1.01M Sell
27,247
-21,672
-44% -$779K 0.01% 940
2022
Q4 		$1.63M Buy
48,919
+14,806
+43% +$459K 0.01% 835
2022
Q3 		$873K Buy
34,113
+7,935
+30% +$225K 0.01% 1032
2022
Q2 		$721K Buy
26,178
+10,504
+67% +$333K 0.01% 1123
2022
Q1 		$556K Sell
15,674
-1,559
-9% -$56.2K 0.01% 1231
2021
Q4 		$645K Sell
17,233
-20,131
-54% -$732K 0.01% 1180
2021
Q3 		$1.37M Buy
37,364
+16,644
+80% +$596K 0.01% 857
2021
Q2 		$673K Sell
20,720
-1,874
-8% -$59.9K 0.01% 1128
2021
Q1 		$660K Buy
22,594
+9,194
+69% +$243K 0.01% 1055
2020
Q4 		$314K Buy
+13,400
New +$281K ﹤0.01% 1449

Other funds holding IPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return