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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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

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

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

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

Phillips Wealth Planners's IPG Position: Q4 2024 in Review

Phillips Wealth Planners sold out of Interpublic Group of Companies (IPG) in Q4 2024, closing a stake of 9,822 shares — an estimated $314K sold.

Phillips Wealth Planners first reported a position in IPG in Q4 2022 and held it in 8 quarters. The position peaked at $340K in Q2 2023. 741 funds tracked by Wall St. Rank hold IPG as of Q4 2024.

Phillips Wealth Planners reported no remaining Interpublic Group of Companies position as of Q4 2024 after selling out during the quarter.
Phillips Wealth Planners sold 9,822 Interpublic Group of Companies shares in Q4 2024, an estimated $314K.
Phillips Wealth Planners first reported a position in Interpublic Group of Companies in Q4 2022 and held it in 8 quarters.
Phillips Wealth Planners's Interpublic Group of Companies position peaked at $340K in Q2 2023.
741 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2024.

Based on Phillips Wealth Planners's 13F filing for Q4 2024, filed 17 Jan 2025.