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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return