ONSWM
IPG

Old North State Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Old North State Wealth Management’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
2025
Q4 		– Sell
-12,127
Closed -$339K – 124
2025
Q3 		$339K Sell
12,127
-3,459
-22% -$89.3K 0.16% 96
2025
Q2 		$382K Buy
15,586
+1,289
+9% +$31.3K 0.2% 84
2025
Q1 		$388K Buy
14,297
+2,784
+24% +$76.4K 0.22% 79
2024
Q4 		$323K Buy
11,513
+2,017
+21% +$60.2K 0.18% 86
2024
Q3 		$301K Buy
+9,496
New +$291K 0.17% 86

Other funds holding IPG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $787M AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return