PFA
IPG

Peak Financial Advisors’s Interpublic Group of Companies IPG Stock Holding History

Peak Financial 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
2022
Q1 		– Sell
-14,206
Closed -$532K – 94
2021
Q4 		$532K Buy
14,206
+1,777
+14% +$64.6K 0.41% 46
2021
Q3 		$456K Sell
12,429
-2
-0% -$72 0.4% 43
2021
Q2 		$404K Sell
12,431
-95
-0.8% -$3.04K 0.35% 53
2021
Q1 		$366K Buy
+12,526
New +$331K 0.31% 55

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Peak Financial Advisors's IPG Position: Q1 2022 in Review

Peak Financial Advisors sold out of Interpublic Group of Companies (IPG) in Q1 2022, closing a stake of 14,206 shares — an estimated $532K sold.

Peak Financial Advisors first reported a position in IPG in Q1 2021 and held it in 4 quarters. The position peaked at $532K in Q4 2021. 712 funds tracked by Wall St. Rank hold IPG as of Q1 2022.

  • Peak Financial Advisors reported no remaining Interpublic Group of Companies position as of Q1 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 14,206 Interpublic Group of Companies shares in Q1 2022, an estimated $532K.
  • Peak Financial Advisors first reported a position in Interpublic Group of Companies in Q1 2021 and held it in 4 quarters.
  • Peak Financial Advisors's Interpublic Group of Companies position peaked at $532K in Q4 2021.
  • 712 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.