NW
IPG

Naviter Wealth’s Interpublic Group of Companies IPG Stock Holding History

Naviter Wealth’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
-78,646
Closed -$2.79M – 190
2022
Q1 		$2.79M Sell
78,646
-11,288
-13% -$407K 0.93% 37
2021
Q4 		$3.37M Buy
+89,934
New +$3.27M 1.01% 32

Other funds holding IPG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Naviter Wealth's IPG Position: Q2 2022 in Review

Naviter Wealth sold out of Interpublic Group of Companies (IPG) in Q2 2022, closing a stake of 78,646 shares — an estimated $2.79M sold.

Naviter Wealth first reported a position in IPG in Q4 2021 and held it in 2 quarters. The position peaked at $3.37M in Q4 2021. 667 funds tracked by Wall St. Rank hold IPG as of Q2 2022.

  • Naviter Wealth reported no remaining Interpublic Group of Companies position as of Q2 2022 after selling out during the quarter.
  • Naviter Wealth sold 78,646 Interpublic Group of Companies shares in Q2 2022, an estimated $2.79M.
  • Naviter Wealth first reported a position in Interpublic Group of Companies in Q4 2021 and held it in 2 quarters.
  • Naviter Wealth's Interpublic Group of Companies position peaked at $3.37M in Q4 2021.
  • 667 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2022.

Based on Naviter Wealth's 13F filing for Q2 2022, filed 18 Jul 2022.