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

NewEdge 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
2024 Q1	–	Sell	-10,952	Closed	-$357K	–	824
2023 Q4	$357K	Sell	10,952 -10,966	-50%	-$330K	0.01%	579
2023 Q3	$628K	Sell	21,918 -347,912	-94%	-$11.6M	0.02%	432
2023 Q2	$14.3M	Buy	369,830 +16,332	+5%	+$616K	0.48%	61
2023 Q1	$13.2M	Buy	353,498 +31,349	+10%	+$1.13M	0.5%	54
2022 Q4	$10.7M	Buy	322,149 +18,556	+6%	+$576K	0.46%	60
2022 Q3	$7.77M	Buy	303,593 +30,755	+11%	+$872K	0.37%	80
2022 Q2	$7.51M	Buy	272,838 +11,419	+4%	+$362K	0.34%	75
2022 Q1	$9.27M	Buy	261,419 +23,239	+10%	+$837K	0.41%	63
2021 Q4	$8.92M	Buy	238,180 +7,296	+3%	+$265K	0.37%	69
2021 Q3	$8.47M	Buy	230,884 +21,077	+10%	+$754K	0.5%	52
2021 Q2	$6.82M	Buy	+209,807	New	+$6.71M	0.52%	60

Other funds holding IPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Wealth's IPG Position: Q1 2024 in Review

NewEdge Wealth sold out of Interpublic Group of Companies (IPG) in Q1 2024, closing a stake of 10,952 shares — an estimated $357K sold.

NewEdge Wealth first reported a position in IPG in Q2 2021 and held it in 11 quarters. The position peaked at $14.3M in Q2 2023. 730 funds tracked by Wall St. Rank hold IPG as of Q1 2024.

NewEdge Wealth reported no remaining Interpublic Group of Companies position as of Q1 2024 after selling out during the quarter.
NewEdge Wealth sold 10,952 Interpublic Group of Companies shares in Q1 2024, an estimated $357K.
NewEdge Wealth first reported a position in Interpublic Group of Companies in Q2 2021 and held it in 11 quarters.
NewEdge Wealth's Interpublic Group of Companies position peaked at $14.3M in Q2 2023.
730 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2024.

Based on NewEdge Wealth's 13F filing for Q1 2024, filed 6 May 2024.