PJWM
IPG

Philip James Wealth Mangement’s Interpublic Group of Companies IPG Stock Holding History

Philip James Wealth Mangement’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
2025
Q1 		– Sell
-25,490
Closed -$714K – 178
2024
Q4 		$714K Buy
25,490
+5,450
+27% +$163K 0.09% 92
2024
Q3 		$634K Buy
+20,040
New +$615K 0.08% 90

Other funds holding IPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Philip James Wealth Mangement's IPG Position: Q1 2025 in Review

Philip James Wealth Mangement sold out of Interpublic Group of Companies (IPG) in Q1 2025, closing a stake of 25,490 shares — an estimated $714K sold.

Philip James Wealth Mangement first reported a position in IPG in Q3 2024 and held it in 2 quarters. The position peaked at $714K in Q4 2024. 704 funds tracked by Wall St. Rank hold IPG as of Q1 2025.

  • Philip James Wealth Mangement reported no remaining Interpublic Group of Companies position as of Q1 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 25,490 Interpublic Group of Companies shares in Q1 2025, an estimated $714K.
  • Philip James Wealth Mangement first reported a position in Interpublic Group of Companies in Q3 2024 and held it in 2 quarters.
  • Philip James Wealth Mangement's Interpublic Group of Companies position peaked at $714K in Q4 2024.
  • 704 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2025.

Based on Philip James Wealth Mangement's 13F filing for Q1 2025, filed 24 Apr 2025.