OAM
IPG

Optimal Asset Management’s Interpublic Group of Companies IPG Stock Holding History

Optimal Asset 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
2021
Q3 		$2.54M Hold
69,390
– – 0.32% 109
2021
Q2 		$2.25M Hold
69,390
– – 0.27% 138
2021
Q1 		$2.03M Buy
69,390
+52,000
+299% +$1.37M 0.26% 139
2020
Q4 		$409K Hold
17,390
– – 0.06% 366
2020
Q3 		$290K Buy
+17,390
New +$310K 0.04% 380

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optimal Asset Management's IPG Position: Q3 2021 in Review

Optimal Asset Management held its Interpublic Group of Companies (IPG) position steady in Q3 2021 at 69,390 shares worth $2.54M. The position accounts for 0.32% of the portfolio, ranked #109.

Optimal Asset Management first reported a position in IPG in Q3 2020 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold IPG as of Q3 2021.

  • Optimal Asset Management held 69,390 shares of Interpublic Group of Companies worth $2.54M as of Q3 2021.
  • Optimal Asset Management left its Interpublic Group of Companies share count unchanged in Q3 2021.
  • Interpublic Group of Companies made up 0.32% of Optimal Asset Management's portfolio in Q3 2021, its #109 holding.
  • Optimal Asset Management first reported a position in Interpublic Group of Companies in Q3 2020 and has held it in 5 quarters since.
  • 657 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.