Optimum Investment Advisors’s Interpublic Group of Companies IPG Stock Holding History

Optimum Investment 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 Q2	–	Sell	-60	Closed	-$2.23K	–	731
2023 Q1	$2.23K	Hold	60	–	–	﹤0.01%	668
2022 Q4	$2K	Hold	60	–	–	﹤0.01%	681
2022 Q3	$2K	Buy	+60	New	+$1.7K	﹤0.01%	727
2021 Q1	–	Sell	-600	Closed	-$14K	–	929
2020 Q4	$14K	Hold	600	–	–	﹤0.01%	679
2020 Q3	$10K	Hold	600	–	–	﹤0.01%	698
2020 Q2	$10K	Sell	600 -8,200	-93%	-$135K	﹤0.01%	696
2020 Q1	$142K	Sell	8,800 -9,586	-52%	-$203K	0.06%	256
2019 Q4	$425K	Sell	18,386 -3,397	-16%	-$74.7K	0.13%	178
2019 Q3	$470K	Sell	21,783 -7,596	-26%	-$164K	0.15%	162
2019 Q2	$664K	Sell	29,379 -435	-1%	-$9.66K	0.22%	120
2019 Q1	$626K	Sell	29,814 -486	-2%	-$10.8K	0.21%	125
2018 Q4	$625K	Sell	30,300 -8,250	-21%	-$188K	0.21%	121
2018 Q3	$882K	Buy	38,550 +19,500	+102%	+$441K	0.24%	107
2018 Q2	$447K	Buy	+19,050	New	+$448K	0.13%	172

Other funds holding IPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Optimum Investment Advisors's IPG Position: Q2 2023 in Review

Optimum Investment Advisors sold out of Interpublic Group of Companies (IPG) in Q2 2023, closing a stake of 60 shares — an estimated $2.23K sold.

Optimum Investment Advisors first reported a position in IPG in Q2 2018 and held it in 14 quarters. The position peaked at $882K in Q3 2018. 737 funds tracked by Wall St. Rank hold IPG as of Q2 2023.

Optimum Investment Advisors reported no remaining Interpublic Group of Companies position as of Q2 2023 after selling out during the quarter.
Optimum Investment Advisors sold 60 Interpublic Group of Companies shares in Q2 2023, an estimated $2.23K.
Optimum Investment Advisors first reported a position in Interpublic Group of Companies in Q2 2018 and held it in 14 quarters.
Optimum Investment Advisors's Interpublic Group of Companies position peaked at $882K in Q3 2018.
737 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.