Lake Street Advisors Group’s Interpublic Group of Companies IPG Stock Holding History

Lake Street Advisors Group’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	-64,930	Closed	-$2.5M	–	355
2023 Q2	$2.5M	Sell	64,930 -13	-0%	-$490	0.14%	103
2023 Q1	$2.42M	Buy	64,943 +49,001	+307%	+$1.76M	0.15%	96
2022 Q4	$531K	Sell	15,942 -44,490	-74%	-$1.38M	0.04%	185
2022 Q3	$1.55M	Buy	60,432 +274	+0.5%	+$7.77K	0.11%	122
2022 Q2	$1.66M	Buy	60,158 +6,708	+13%	+$213K	0.12%	115
2022 Q1	$1.9M	Buy	53,450 +1,255	+2%	+$45.2K	0.12%	116
2021 Q4	$1.96M	Buy	52,195 +187	+0.4%	+$6.8K	0.12%	116
2021 Q3	$1.91M	Buy	+52,008	New	+$1.86M	0.2%	86

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lake Street Advisors Group's IPG Position: Q3 2023 in Review

Lake Street Advisors Group sold out of Interpublic Group of Companies (IPG) in Q3 2023, closing a stake of 64,930 shares — an estimated $2.5M sold.

Lake Street Advisors Group first reported a position in IPG in Q3 2021 and held it in 8 quarters. The position peaked at $2.5M in Q2 2023. 695 funds tracked by Wall St. Rank hold IPG as of Q3 2023.

Lake Street Advisors Group reported no remaining Interpublic Group of Companies position as of Q3 2023 after selling out during the quarter.
Lake Street Advisors Group sold 64,930 Interpublic Group of Companies shares in Q3 2023, an estimated $2.5M.
Lake Street Advisors Group first reported a position in Interpublic Group of Companies in Q3 2021 and held it in 8 quarters.
Lake Street Advisors Group's Interpublic Group of Companies position peaked at $2.5M in Q2 2023.
695 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2023.

Based on Lake Street Advisors Group's 13F filing for Q3 2023, filed 14 Nov 2023.