Outlook Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History

Outlook Wealth 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
2024 Q1	–	Sell	-17,752	Closed	-$579K	–	268
2023 Q4	$579K	Sell	17,752 -3,982	-18%	-$120K	0.2%	109
2023 Q3	$623K	Buy	21,734 +725	+3%	+$24.2K	0.24%	107
2023 Q2	$811K	Sell	21,009 -2,503	-11%	-$94.4K	0.31%	79
2023 Q1	$876K	Buy	23,512 +171	+0.7%	+$6.14K	0.39%	62
2022 Q4	$777K	Sell	23,341 -340	-1%	-$10.5K	0.37%	66
2022 Q3	$606K	Sell	23,681 -112	-0.5%	-$3.18K	0.27%	91
2022 Q2	$654K	Buy	23,793 +517	+2%	+$16.4K	0.27%	96
2022 Q1	$824K	Sell	23,276 -267	-1%	-$9.62K	0.28%	89
2021 Q4	$882K	Buy	23,543 +6,471	+38%	+$235K	0.26%	91
2021 Q3	$626K	Buy	17,072 +301	+2%	+$10.8K	0.2%	119
2021 Q2	$545K	Buy	16,771 +1,209	+8%	+$38.7K	0.17%	146
2021 Q1	$454K	Buy	+15,562	New	+$411K	0.16%	146

Other funds holding IPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Outlook Wealth Advisors's IPG Position: Q1 2024 in Review

Outlook Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q1 2024, closing a stake of 17,752 shares — an estimated $579K sold.

Outlook Wealth Advisors first reported a position in IPG in Q1 2021 and held it in 12 quarters. The position peaked at $882K in Q4 2021. 731 funds tracked by Wall St. Rank hold IPG as of Q1 2024.

Outlook Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q1 2024 after selling out during the quarter.
Outlook Wealth Advisors sold 17,752 Interpublic Group of Companies shares in Q1 2024, an estimated $579K.
Outlook Wealth Advisors first reported a position in Interpublic Group of Companies in Q1 2021 and held it in 12 quarters.
Outlook Wealth Advisors's Interpublic Group of Companies position peaked at $882K in Q4 2021.
731 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2024.

Based on Outlook Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.