LWCFA
IPG

Loring Wolcott & Coolidge Fiduciary Advisors’s Interpublic Group of Companies IPG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q4 		– Sell
-106
Closed -$4K – 749
2021
Q3 		$4K Hold
106
– – ﹤0.01% 672
2021
Q2 		$3K Buy
+106
New +$3.39K ﹤0.01% 800
2021
Q1 		– Sell
-230
Closed -$5K – 500
2020
Q4 		$5K Buy
+230
New +$4.82K ﹤0.01% 686
2018
Q2 		– Sell
-70
Closed -$2K – 698
2018
Q1 		$2K Hold
70
– – ﹤0.01% 663
2017
Q4 		$1K Hold
70
– – ﹤0.01% 697
2017
Q3 		$1K Buy
+70
New +$1.52K ﹤0.01% 717
2014
Q3 		– Sell
-1,330
Closed -$26K – 605
2014
Q2 		$26K Hold
1,330
– – ﹤0.01% 489
2014
Q1 		$23K Buy
+1,330
New +$22.7K ﹤0.01% 482

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
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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return