LF
IPG

Lee Financial’s Interpublic Group of Companies IPG Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-94
Closed -$3.07K – 491
2023
Q4 		$3.07K Sell
94
-88
-48% -$2.65K ﹤0.01% 653
2023
Q3 		$5.22K Hold
182
– – ﹤0.01% 514
2023
Q2 		$7.02K Hold
182
– – ﹤0.01% 459
2023
Q1 		$6.78K Hold
182
– – ﹤0.01% 481
2022
Q4 		$6.06K Buy
182
+126
+225% +$3.91K ﹤0.01% 525
2022
Q3 		$1K Sell
56
-101
-64% -$2.87K ﹤0.01% 762
2022
Q2 		$4K Buy
+157
New +$4.98K ﹤0.01% 589
2022
Q1 		– Sell
-108
Closed -$4K – 860
2021
Q4 		$4K Buy
+108
New +$3.93K ﹤0.01% 626

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's IPG Position: Q1 2024 in Review

Lee Financial sold out of Interpublic Group of Companies (IPG) in Q1 2024, closing a stake of 94 shares — an estimated $3.07K sold.

Lee Financial first reported a position in IPG in Q4 2021 and held it in 8 quarters. The position peaked at $7.02K in Q2 2023. 731 funds tracked by Wall St. Rank hold IPG as of Q1 2024.

  • Lee Financial reported no remaining Interpublic Group of Companies position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 94 Interpublic Group of Companies shares in Q1 2024, an estimated $3.07K.
  • Lee Financial first reported a position in Interpublic Group of Companies in Q4 2021 and held it in 8 quarters.
  • Lee Financial's Interpublic Group of Companies position peaked at $7.02K in Q2 2023.
  • 731 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.