NF
IPG

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

Norwood Financial’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 		$118K Hold
3,605
– – 0.17% 110
2023
Q4 		$118K Buy
3,605
+950
+36% +$28.6K 0.18% 93
2023
Q3 		$76.1K Hold
2,655
– – 0.12% 118
2023
Q2 		$102K Hold
2,655
– – 0.15% 100
2023
Q1 		$98.8K Hold
2,655
– – 0.16% 100
2022
Q4 		$88.4K Sell
2,655
-220
-8% -$6.82K 0.14% 102
2022
Q3 		$74K Hold
2,875
– – 0.13% 108
2022
Q2 		$79K Hold
2,875
– – 0.13% 107
2022
Q1 		$102K Buy
2,875
+335
+13% +$12.1K 0.15% 101
2021
Q4 		$95K Buy
+2,540
New +$92.3K 0.13% 104

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norwood Financial's IPG Position: Q1 2024 in Review

Norwood Financial held its Interpublic Group of Companies (IPG) position steady in Q1 2024 at 3,605 shares worth $118K. The position accounts for 0.17% of the portfolio, ranked #110.

Norwood Financial first reported a position in IPG in Q4 2021 and has held it in 10 quarters since. 730 funds tracked by Wall St. Rank hold IPG as of Q1 2024.

  • Norwood Financial held 3,605 shares of Interpublic Group of Companies worth $118K as of Q1 2024.
  • Norwood Financial left its Interpublic Group of Companies share count unchanged in Q1 2024.
  • Interpublic Group of Companies made up 0.17% of Norwood Financial's portfolio in Q1 2024, its #110 holding.
  • Norwood Financial first reported a position in Interpublic Group of Companies in Q4 2021 and has held it in 10 quarters since.
  • 730 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.