LSAG
IPG

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B 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 $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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return