LWPC
IPG

Legacy Wealth Partners (California)’s Interpublic Group of Companies IPG Stock Holding History

Legacy Wealth Partners (California)’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
2020
Q3 		– Sell
-12,791
Closed -$219K – 100
2020
Q2 		$219K Sell
12,791
-1,926
-13% -$31.8K 0.17% 91
2020
Q1 		$238K Buy
14,717
+606
+4% +$12.8K 0.22% 73
2019
Q4 		$332K Buy
+14,111
New +$310K 0.24% 77

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Wealth Partners (California)'s IPG Position: Q3 2020 in Review

Legacy Wealth Partners (California) sold out of Interpublic Group of Companies (IPG) in Q3 2020, closing a stake of 12,791 shares — an estimated $219K sold.

Legacy Wealth Partners (California) first reported a position in IPG in Q4 2019 and held it in 3 quarters. The position peaked at $332K in Q4 2019. 507 funds tracked by Wall St. Rank hold IPG as of Q3 2020.

  • Legacy Wealth Partners (California) reported no remaining Interpublic Group of Companies position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 12,791 Interpublic Group of Companies shares in Q3 2020, an estimated $219K.
  • Legacy Wealth Partners (California) first reported a position in Interpublic Group of Companies in Q4 2019 and held it in 3 quarters.
  • Legacy Wealth Partners (California)'s Interpublic Group of Companies position peaked at $332K in Q4 2019.
  • 507 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q3 2020, filed 12 Nov 2020.