PWP
IPG

Phillips Wealth Planners’s Interpublic Group of Companies IPG Stock Holding History

Phillips Wealth Planners’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
Q4 		– Sell
-9,822
Closed -$314K – 184
2024
Q3 		$314K Sell
9,822
-61
-0.6% -$1.87K 0.3% 122
2024
Q2 		$282K Buy
9,883
+596
+6% +$18.4K 0.3% 128
2024
Q1 		$282K Buy
9,287
+637
+7% +$20.6K 0.32% 121
2023
Q4 		$275K Sell
8,650
-376
-4% -$11.3K 0.33% 111
2023
Q3 		$258K Buy
9,026
+214
+2% +$7.14K 0.35% 111
2023
Q2 		$340K Buy
8,812
+709
+9% +$26.7K 0.45% 86
2023
Q1 		$293K Buy
8,103
+705
+10% +$25.3K 0.39% 97
2022
Q4 		$278K Buy
+7,398
New +$229K 0.48% 77

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return