PFO
IPG

Pathstone Family Office’s Interpublic Group of Companies IPG Stock Holding History

Pathstone Family Office’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
2022
Q4 		– Sell
-8,000
Closed -$36.4K – 1542
2022
Q3 		$36.4K Buy
8,000
+4,000
+100% +$113K ﹤0.01% 1453
2022
Q2 		$14.4K Buy
+4,000
New +$127K ﹤0.01% 1038

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.86B AUM 15.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Family Office's IPG Position: Q3 2023 in Review

Pathstone Family Office increased its Interpublic Group of Companies (IPG) stake by 484% in Q3 2023, buying an estimated $2.45M and bringing the position to 88,661 shares worth $2.54M. The position accounts for 0.02% of the portfolio, ranked #420.

Pathstone Family Office first reported a position in IPG in Q4 2014 and has held it in 17 quarters since. 696 funds tracked by Wall St. Rank hold IPG as of Q3 2023.

  • Pathstone Family Office held 88,661 shares of Interpublic Group of Companies worth $2.54M as of Q3 2023.
  • Pathstone Family Office bought 73,474 Interpublic Group of Companies shares in Q3 2023, an estimated $2.45M.
  • Interpublic Group of Companies made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #420 holding.
  • Pathstone Family Office first reported a position in Interpublic Group of Companies in Q4 2014 and has held it in 17 quarters since.
  • 696 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.