Lloyd Advisory Services’s Interpublic Group of Companies IPG Stock Holding History

Lloyd Advisory Services’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 Q2	–	Sell	-23,045	Closed	-$752K	–	143
2024 Q1	$752K	Buy	+23,045	New	+$746K	0.16%	106
2022 Q2	–	Sell	-2,000	Closed	-$71K	–	304
2022 Q1	$71K	Buy	2,000 +66	+3%	+$2.38K	0.03%	193
2021 Q4	$72K	Buy	1,934 +94	+5%	+$3.42K	0.03%	161
2021 Q3	$67K	Buy	1,840 +158	+9%	+$5.66K	0.03%	141
2021 Q2	$55K	Buy	1,682 +124	+8%	+$3.96K	0.03%	144
2021 Q1	$45K	Buy	1,558 +1,363	+699%	+$36K	0.02%	144
2020 Q4	$5K	Sell	195 -131	-40%	-$2.75K	﹤0.01%	247
2020 Q3	$5K	Buy	+326	New	+$5.82K	﹤0.01%	230

Other funds holding IPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Lloyd Advisory Services's IPG Position: Q2 2024 in Review

Lloyd Advisory Services sold out of Interpublic Group of Companies (IPG) in Q2 2024, closing a stake of 23,045 shares — an estimated $752K sold.

Lloyd Advisory Services first reported a position in IPG in Q3 2020 and held it in 8 quarters. The position peaked at $752K in Q1 2024. 714 funds tracked by Wall St. Rank hold IPG as of Q2 2024.

Lloyd Advisory Services reported no remaining Interpublic Group of Companies position as of Q2 2024 after selling out during the quarter.
Lloyd Advisory Services sold 23,045 Interpublic Group of Companies shares in Q2 2024, an estimated $752K.
Lloyd Advisory Services first reported a position in Interpublic Group of Companies in Q3 2020 and held it in 8 quarters.
Lloyd Advisory Services's Interpublic Group of Companies position peaked at $752K in Q1 2024.
714 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2024.

Based on Lloyd Advisory Services's 13F filing for Q2 2024, filed 5 Aug 2024.