PFS Investments’s Interpublic Group of Companies IPG Stock Holding History

PFS Investments’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 Q2	$8M	Buy	207,380 +2,123	+1%	+$80.1K	0.13%	153
2023 Q1	$7.59M	Buy	205,257 +6,005	+3%	+$216K	0.13%	151
2022 Q4	$6.64M	Sell	199,252 -21,434	-10%	-$665K	0.12%	156
2022 Q3	$5.65M	Buy	220,686 +1,463	+0.7%	+$41.5K	0.1%	162
2022 Q2	$6.04M	Buy	219,223 +17,751	+9%	+$563K	0.12%	164
2022 Q1	$7.14M	Buy	201,472 +12,538	+7%	+$452K	0.14%	146
2021 Q4	$7.08M	Buy	188,934 +70,810	+60%	+$2.57M	0.14%	152
2021 Q3	$4.28M	Buy	118,124 +49,939	+73%	+$1.79M	0.09%	198
2021 Q2	$2.26M	Buy	68,185 +10,561	+18%	+$338K	0.05%	235
2021 Q1	$1.68M	Buy	+57,624	New	+$1.52M	0.04%	243

Other funds holding IPG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PFS Investments's IPG Position: Q2 2023 in Review

PFS Investments increased its Interpublic Group of Companies (IPG) stake by 1% in Q2 2023, buying an estimated $80.1K and bringing the position to 207,380 shares worth $8M. The position accounts for 0.13% of the portfolio, ranked #153.

PFS Investments first reported a position in IPG in Q1 2021 and has held it in 10 quarters since. 735 funds tracked by Wall St. Rank hold IPG as of Q2 2023.

PFS Investments held 207,380 shares of Interpublic Group of Companies worth $8M as of Q2 2023.
PFS Investments bought 2,123 Interpublic Group of Companies shares in Q2 2023, an estimated $80.1K.
Interpublic Group of Companies made up 0.13% of PFS Investments's portfolio in Q2 2023, its #153 holding.
PFS Investments first reported a position in Interpublic Group of Companies in Q1 2021 and has held it in 10 quarters since.
735 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.