PTC
IPG

Petrus Trust Company’s Interpublic Group of Companies IPG Stock Holding History

Petrus Trust Company’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
2024
Q1 		– Sell
-7,228
Closed -$236K – 717
2023
Q4 		$236K Sell
7,228
-17,259
-70% -$520K 0.02% 520
2023
Q3 		$702K Buy
+24,487
New +$817K 0.08% 84
2023
Q2 		– Sell
-8,080
Closed -$301K – 670
2023
Q1 		$301K Buy
+8,080
New +$290K 0.04% 296
2020
Q2 		– Sell
-14,328
Closed -$232K – 284
2020
Q1 		$232K Buy
+14,328
New +$303K 0.03% 78
2019
Q4 		– Sell
-9,742
Closed -$210K – 322
2019
Q3 		$210K Buy
+9,742
New +$210K 0.04% 213
2018
Q1 		– Sell
-12,195
Closed -$246K – 190
2017
Q4 		$246K Sell
12,195
-4,549
-27% -$90.7K 0.06% 125
2017
Q3 		$348K Buy
+16,744
New +$364K 0.08% 75

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return