PPWM
IPG

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

PFG Private 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
2023
Q1 		– Sell
-60
Closed -$2K – 341
2022
Q4 		$2K Buy
+60
New +$1.86K ﹤0.01% 288

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFG Private Wealth Management's IPG Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Interpublic Group of Companies (IPG) in Q1 2023, closing a stake of 60 shares — an estimated $2K sold.

PFG Private Wealth Management first reported a position in IPG in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 710 funds tracked by Wall St. Rank hold IPG as of Q1 2023.

  • PFG Private Wealth Management reported no remaining Interpublic Group of Companies position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 60 Interpublic Group of Companies shares in Q1 2023, an estimated $2K.
  • PFG Private Wealth Management first reported a position in Interpublic Group of Companies in Q4 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's Interpublic Group of Companies position peaked at $2K in Q4 2022.
  • 710 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.