LAS
IPG

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 – 316
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return