Mountain Capital Investment Advisors’s Interpublic Group of Companies IPG Stock Holding History

Mountain Capital Investment 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 Q2	–	Sell	-27,618	Closed	-$943K	–	84
2022 Q1	$943K	Sell	27,618 -752	-3%	-$27.1K	0.45%	68
2021 Q4	$1.06M	Buy	28,370 +6,622	+30%	+$241K	0.48%	76
2021 Q3	$810K	Buy	21,748 +524	+2%	+$18.8K	0.43%	87
2021 Q2	$678K	Sell	21,224 -1,834	-8%	-$58.6K	0.31%	92
2021 Q1	$681K	Buy	23,058 +5,028	+28%	+$133K	0.34%	102
2020 Q4	$440K	Buy	+18,030	New	+$378K	0.27%	104

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

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

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

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

BCIM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Mountain Capital Investment Advisors's IPG Position: Q2 2022 in Review

Mountain Capital Investment Advisors sold out of Interpublic Group of Companies (IPG) in Q2 2022, closing a stake of 27,618 shares — an estimated $943K sold.

Mountain Capital Investment Advisors first reported a position in IPG in Q4 2020 and held it in 6 quarters. The position peaked at $1.06M in Q4 2021. 667 funds tracked by Wall St. Rank hold IPG as of Q2 2022.

Mountain Capital Investment Advisors reported no remaining Interpublic Group of Companies position as of Q2 2022 after selling out during the quarter.
Mountain Capital Investment Advisors sold 27,618 Interpublic Group of Companies shares in Q2 2022, an estimated $943K.
Mountain Capital Investment Advisors first reported a position in Interpublic Group of Companies in Q4 2020 and held it in 6 quarters.
Mountain Capital Investment Advisors's Interpublic Group of Companies position peaked at $1.06M in Q4 2021.
667 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.