PFGIA
IPG

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 – 1147
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 – 1917
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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