MWPCG
IPG

Measured Wealth Private Client Group’s Interpublic Group of Companies IPG Stock Holding History

Measured Wealth Private Client Group’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
Q2 		– Sell
-10,372
Closed -$368K – 186
2022
Q1 		$368K Sell
10,372
-1,413
-12% -$50.9K 0.14% 92
2021
Q4 		$441K Buy
11,785
+1,496
+15% +$54.4K 0.16% 86
2021
Q3 		$377K Buy
+10,289
New +$368K 0.15% 92
2018
Q4 		– Sell
-860
Closed -$20K – 392
2018
Q3 		$20K Buy
+860
New +$19.5K 0.01% 521

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
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