KWILP
IPG

Kiwi Wealth Investments Limited Partnership’s Interpublic Group of Companies IPG Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q3 		– Sell
-48,247
Closed -$1.86M – 114
2023
Q2 		$1.86M Hold
48,247
– – 0.12% 131
2023
Q1 		$1.8M Sell
48,247
-27,892
-37% -$1M 0.12% 130
2022
Q4 		$2.54M Buy
76,139
+25,995
+52% +$806K 0.17% 126
2022
Q3 		$1.38M Hold
50,144
– – 0.1% 156
2022
Q2 		$1.38M Sell
50,144
-68,028
-58% -$2.16M 0.1% 156
2022
Q1 		$4.19M Buy
118,172
+77,743
+192% +$2.8M 0.23% 122
2021
Q4 		$1.51M Sell
40,429
-72,662
-64% -$2.64M 0.07% 188
2021
Q3 		$4.15M Sell
113,091
-11,356
-9% -$406K 0.21% 133
2021
Q2 		$4.04M Buy
+124,447
New +$3.98M 0.21% 126
2020
Q3 		– Sell
-134,240
Closed -$2.3M – 251
2020
Q2 		$2.3M Buy
134,240
+16,792
+14% +$277K 0.19% 129
2020
Q1 		$1.9M Buy
117,448
+12,183
+12% +$257K 0.19% 127
2019
Q4 		$2.43M Buy
105,265
+29,998
+40% +$659K 0.18% 131
2019
Q3 		$1.62M Buy
75,267
+3,838
+5% +$82.9K 0.13% 154
2019
Q2 		$1.61M Buy
+71,429
New +$1.59M 0.14% 151
2019
Q1 		– Sell
-92,349
Closed -$1.91M – 185
2018
Q4 		$1.91M Buy
+92,349
New +$2.11M 0.2% 123
2017
Q2 		– Sell
-11,647
Closed -$286K – 160
2017
Q1 		$286K Buy
+11,647
New +$279K 0.02% 156

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's IPG Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Interpublic Group of Companies (IPG) in Q3 2023, closing a stake of 48,247 shares — an estimated $1.86M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in IPG in Q1 2017 and held it in 16 quarters. The position peaked at $4.19M in Q1 2022. 696 funds tracked by Wall St. Rank hold IPG as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Interpublic Group of Companies position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 48,247 Interpublic Group of Companies shares in Q3 2023, an estimated $1.86M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Interpublic Group of Companies in Q1 2017 and held it in 16 quarters.
  • Kiwi Wealth Investments Limited Partnership's Interpublic Group of Companies position peaked at $4.19M in Q1 2022.
  • 696 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.