Perigon Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Perigon Wealth Management’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
2021 Q1	–	Sell	-922	Closed	-$22K	–	759
2020 Q4	$22K	Buy	+922	New	+$19.3K	﹤0.01%	1010
2018 Q2	–	Sell	-250	Closed	-$6K	–	424
2018 Q1	$6K	Hold	250	–	–	﹤0.01%	545
2017 Q4	$5K	Hold	250	–	–	﹤0.01%	534
2017 Q3	$5K	Hold	250	–	–	﹤0.01%	553
2017 Q2	$6K	Hold	250	–	–	﹤0.01%	520
2017 Q1	$6K	Hold	250	–	–	﹤0.01%	563
2016 Q4	$6K	Hold	250	–	–	﹤0.01%	627
2016 Q3	$6K	Hold	250	–	–	﹤0.01%	535
2016 Q2	$6K	Hold	250	–	–	﹤0.01%	391
2016 Q1	$6K	Buy	+250	New	+$5.4K	﹤0.01%	246

Other funds holding IPG

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return