KPW
IPG

Kore Private Wealth’s Interpublic Group of Companies IPG Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-7,637
Closed -$280K – 386
2021
Q3 		$280K Buy
+7,637
New +$273K 0.03% 342
2020
Q3 		– Sell
-2,548
Closed -$43K – 664
2020
Q2 		$43K Buy
2,548
+1,330
+109% +$21.9K 0.01% 491
2020
Q1 		$20K Buy
1,218
+512
+73% +$10.8K ﹤0.01% 590
2019
Q4 		$16K Buy
+706
New +$15.5K ﹤0.01% 669

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $75.4B AUM 14.46% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Kore Private Wealth's IPG Position: Q4 2021 in Review

Kore Private Wealth sold out of Interpublic Group of Companies (IPG) in Q4 2021, closing a stake of 7,637 shares — an estimated $280K sold.

Kore Private Wealth first reported a position in IPG in Q4 2019 and held it in 4 quarters. The position peaked at $280K in Q3 2021. 696 funds tracked by Wall St. Rank hold IPG as of Q4 2021.

  • Kore Private Wealth reported no remaining Interpublic Group of Companies position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 7,637 Interpublic Group of Companies shares in Q4 2021, an estimated $280K.
  • Kore Private Wealth first reported a position in Interpublic Group of Companies in Q4 2019 and held it in 4 quarters.
  • Kore Private Wealth's Interpublic Group of Companies position peaked at $280K in Q3 2021.
  • 696 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.