NFG
IPG

Next Financial Group’s Interpublic Group of Companies IPG Stock Holding History

Next Financial 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
2021
Q4 		$468K Buy
12,478
+8,928
+251% +$325K 0.03% 574
2021
Q3 		$131K Buy
3,550
+2,921
+464% +$105K 0.01% 1007
2021
Q2 		$20K Sell
629
-11,951
-95% -$382K ﹤0.01% 1744
2021
Q1 		$368K Sell
12,580
-2,016
-14% -$53.2K 0.03% 543
2020
Q4 		$343K Sell
14,596
-9,807
-40% -$206K 0.03% 508
2020
Q3 		$406K Buy
+24,403
New +$435K 0.04% 393
2020
Q2 		– Sell
-19,817
Closed -$321K – 1220
2020
Q1 		$321K Sell
19,817
-31,771
-62% -$671K 0.04% 383
2019
Q4 		$1.19M Sell
51,588
-9,042
-15% -$199K 0.12% 213
2019
Q3 		$1.31M Sell
60,630
-20,604
-25% -$445K 0.14% 187
2019
Q2 		$1.83M Buy
81,234
+81,042
+42,209% +$1.8M 0.2% 151
2019
Q1 		$4K Sell
192
-472
-71% -$10.5K ﹤0.01% 1310
2018
Q4 		$14K Buy
664
+185
+39% +$4.23K ﹤0.01% 1231
2018
Q3 		$11K Buy
+479
New +$10.8K 0.01% 961
2017
Q4 		– Sell
-1,687
Closed -$35K – 809
2017
Q3 		$35K Sell
1,687
-1,100
-39% -$23.9K 0.01% 802
2017
Q2 		$69K Buy
2,787
+2,700
+3,103% +$66K 0.02% 666
2017
Q1 		$2K Sell
87
-192
-69% -$4.61K ﹤0.01% 1702
2016
Q4 		$7K Buy
279
+87
+45% +$2.01K ﹤0.01% 1805
2016
Q3 		$4K Buy
+192
New +$4.42K ﹤0.01% 1996
2015
Q3 		– Sell
-102
Closed -$1K – 1881
2015
Q2 		$1K Hold
102
– – ﹤0.01% 1767
2015
Q1 		$2K Hold
102
– – ﹤0.01% 1686
2014
Q4 		$2K Sell
102
-408
-80% -$7.85K ﹤0.01% 1723
2014
Q3 		$9K Buy
510
+102
+25% +$1.98K ﹤0.01% 1795
2014
Q2 		$8K Buy
+408
New +$7.4K ﹤0.01% 834

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $75B 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Next Financial Group's IPG Position: Q4 2021 in Review

Next Financial Group increased its Interpublic Group of Companies (IPG) stake by 251% in Q4 2021, buying an estimated $325K and bringing the position to 12,478 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #574.

Next Financial Group first reported a position in IPG in Q2 2014 and has held it in 23 quarters since. The position peaked at $1.83M in Q2 2019. 697 funds tracked by Wall St. Rank hold IPG as of Q4 2021.

  • Next Financial Group held 12,478 shares of Interpublic Group of Companies worth $468K as of Q4 2021.
  • Next Financial Group bought 8,928 Interpublic Group of Companies shares in Q4 2021, an estimated $325K.
  • Interpublic Group of Companies made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #574 holding.
  • Next Financial Group first reported a position in Interpublic Group of Companies in Q2 2014 and has held it in 23 quarters since.
  • Next Financial Group's Interpublic Group of Companies position peaked at $1.83M in Q2 2019.
  • 697 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.