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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

AAMU

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

Perigon Wealth Management's IPG Position: Q1 2021 in Review

Perigon Wealth Management sold out of Interpublic Group of Companies (IPG) in Q1 2021, closing a stake of 922 shares — an estimated $22K sold.

Perigon Wealth Management first reported a position in IPG in Q1 2016 and held it in 10 quarters. The position peaked at $22K in Q4 2020. 579 funds tracked by Wall St. Rank hold IPG as of Q1 2021.

Perigon Wealth Management reported no remaining Interpublic Group of Companies position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 922 Interpublic Group of Companies shares in Q1 2021, an estimated $22K.
Perigon Wealth Management first reported a position in Interpublic Group of Companies in Q1 2016 and held it in 10 quarters.
Perigon Wealth Management's Interpublic Group of Companies position peaked at $22K in Q4 2020.
579 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.