LWA
IPG

Lenox Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		– Sell
-31
Closed -$1K – 876
2021
Q4 		$1K Buy
+31
New +$1.13K ﹤0.01% 854
2020
Q1 		– Sell
-3
Closed – – 856
2019
Q4 		$0 Buy
+3
New +$66 ﹤0.01% 770

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lenox Wealth Advisors's IPG Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q1 2022, closing a stake of 31 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in IPG in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 713 funds tracked by Wall St. Rank hold IPG as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 31 Interpublic Group of Companies shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Interpublic Group of Companies in Q4 2019 and held it in 2 quarters.
  • Lenox Wealth Advisors's Interpublic Group of Companies position peaked at $1K in Q4 2021.
  • 713 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.