Orion Portfolio Solutions’s Interpublic Group of Companies IPG Stock Holding History

Orion Portfolio Solutions’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 Q4	–	Sell	-12,133	Closed	-$384K	–	1871
2024 Q3	$384K	Sell	12,133 -866	-7%	-$26.6K	﹤0.01%	1431
2024 Q2	$378K	Buy	12,999 +1,050	+9%	+$32.4K	﹤0.01%	1376
2024 Q1	$390K	Sell	11,949 -20	-0.2%	-$648	﹤0.01%	1373
2023 Q4	$398K	Sell	11,969 -274	-2%	-$8.25K	﹤0.01%	1298
2023 Q3	$351K	Sell	12,243 -6,525	-35%	-$218K	﹤0.01%	1320
2023 Q2	$724K	Buy	18,768 +2,298	+14%	+$86.7K	0.01%	1073
2023 Q1	$613K	Buy	+16,470	New	+$592K	0.01%	1071
2020 Q3	–	Sell	-1,875	Closed	-$32K	–	1225
2020 Q2	$32K	Buy	1,875 +1,031	+122%	+$17K	﹤0.01%	812
2020 Q1	$14K	Buy	844 +582	+222%	+$12.3K	﹤0.01%	954
2019 Q4	$6K	Buy	+262	New	+$5.76K	﹤0.01%	1195

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Orion Portfolio Solutions's IPG Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Interpublic Group of Companies (IPG) in Q4 2024, closing a stake of 12,133 shares — an estimated $384K sold.

Orion Portfolio Solutions first reported a position in IPG in Q4 2019 and held it in 10 quarters. The position peaked at $724K in Q2 2023. 740 funds tracked by Wall St. Rank hold IPG as of Q4 2024.

Orion Portfolio Solutions reported no remaining Interpublic Group of Companies position as of Q4 2024 after selling out during the quarter.
Orion Portfolio Solutions sold 12,133 Interpublic Group of Companies shares in Q4 2024, an estimated $384K.
Orion Portfolio Solutions first reported a position in Interpublic Group of Companies in Q4 2019 and held it in 10 quarters.
Orion Portfolio Solutions's Interpublic Group of Companies position peaked at $724K in Q2 2023.
740 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.