Patriot Financial Group Insurance Agency’s Interpublic Group of Companies IPG Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-340	Closed	-$9K	–	1146
2022 Q2	$9K	Sell	340 -84	-20%	-$2.67K	﹤0.01%	1288
2022 Q1	$15K	Hold	424	–	–	﹤0.01%	1204
2021 Q4	$16K	Sell	424 -77	-15%	-$2.8K	﹤0.01%	1308
2021 Q3	$18K	Buy	+501	New	+$17.9K	﹤0.01%	1263
2020 Q4	–	Sell	-43	Closed	-$1K	–	1915
2020 Q3	$1K	Hold	43	–	–	﹤0.01%	1557
2020 Q2	$1K	Hold	43	–	–	﹤0.01%	1526
2020 Q1	$1K	Hold	43	–	–	﹤0.01%	1445
2019 Q4	$1K	Hold	43	–	–	﹤0.01%	1207
2019 Q3	$1K	Buy	43 +12	+39%	+$259	﹤0.01%	1191
2019 Q2	$1K	Hold	31	–	–	﹤0.01%	1257
2019 Q1	$1K	Hold	31	–	–	﹤0.01%	1129
2018 Q4	$1K	Buy	+31	New	+$708	﹤0.01%	907

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

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

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

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

BCIM

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

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

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

Patriot Financial Group Insurance Agency's IPG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Interpublic Group of Companies (IPG) in Q3 2022, closing a stake of 340 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in IPG in Q4 2018 and held it in 12 quarters. The position peaked at $18K in Q3 2021. 632 funds tracked by Wall St. Rank hold IPG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Interpublic Group of Companies position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 340 Interpublic Group of Companies shares in Q3 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in Interpublic Group of Companies in Q4 2018 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Interpublic Group of Companies position peaked at $18K in Q3 2021.
632 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.