OA
IPG

Operose Advisors’s Interpublic Group of Companies IPG Stock Holding History

Operose Advisors’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
2023
Q4 		– Sell
-350
Closed -$10K – 669
2023
Q3 		$10K Hold
350
– – ﹤0.01% 579
2023
Q2 		$13.5K Sell
350
-650
-65% -$24.5K 0.01% 258
2023
Q1 		$37.2K Buy
+1,000
New +$35.9K 0.02% 176

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Operose Advisors's IPG Position: Q4 2023 in Review

Operose Advisors sold out of Interpublic Group of Companies (IPG) in Q4 2023, closing a stake of 350 shares — an estimated $10K sold.

Operose Advisors first reported a position in IPG in Q1 2023 and held it in 3 quarters. The position peaked at $37.2K in Q1 2023. 733 funds tracked by Wall St. Rank hold IPG as of Q4 2023.

  • Operose Advisors reported no remaining Interpublic Group of Companies position as of Q4 2023 after selling out during the quarter.
  • Operose Advisors sold 350 Interpublic Group of Companies shares in Q4 2023, an estimated $10K.
  • Operose Advisors first reported a position in Interpublic Group of Companies in Q1 2023 and held it in 3 quarters.
  • Operose Advisors's Interpublic Group of Companies position peaked at $37.2K in Q1 2023.
  • 733 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.