MLFP
IPG

MPS Loria Financial Planners’s Interpublic Group of Companies IPG Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-45
Closed -$1K – 330
2021
Q1 		$1K Hold
45
– – ﹤0.01% 508
2020
Q4 		$1K Buy
+45
New +$944 ﹤0.01% 545

Other funds holding IPG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MPS Loria Financial Planners's IPG Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Interpublic Group of Companies (IPG) in Q2 2021, closing a stake of 45 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in IPG in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 621 funds tracked by Wall St. Rank hold IPG as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Interpublic Group of Companies position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 45 Interpublic Group of Companies shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Interpublic Group of Companies in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Interpublic Group of Companies position peaked at $1K in Q1 2021.
  • 621 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.