PIA
IPG

Pinion Investment Advisors’s Interpublic Group of Companies IPG Stock Holding History

Pinion Investment Advisors’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
Q3 		– Sell
-5,934
Closed -$229K – 160
2023
Q2 		$229K Buy
+5,934
New +$224K 0.16% 152
2022
Q2 		– Sell
-7,419
Closed -$263K – 166
2022
Q1 		$263K Buy
7,419
+100
+1% +$3.6K 0.18% 145
2021
Q4 		$274K Buy
7,319
+80
+1% +$2.91K 0.18% 143
2021
Q3 		$265K Buy
+7,239
New +$259K 0.21% 134

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 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

Pinion Investment Advisors's IPG Position: Q3 2023 in Review

Pinion Investment Advisors sold out of Interpublic Group of Companies (IPG) in Q3 2023, closing a stake of 5,934 shares — an estimated $229K sold.

Pinion Investment Advisors first reported a position in IPG in Q3 2021 and held it in 4 quarters. The position peaked at $274K in Q4 2021. 695 funds tracked by Wall St. Rank hold IPG as of Q3 2023.

  • Pinion Investment Advisors reported no remaining Interpublic Group of Companies position as of Q3 2023 after selling out during the quarter.
  • Pinion Investment Advisors sold 5,934 Interpublic Group of Companies shares in Q3 2023, an estimated $229K.
  • Pinion Investment Advisors first reported a position in Interpublic Group of Companies in Q3 2021 and held it in 4 quarters.
  • Pinion Investment Advisors's Interpublic Group of Companies position peaked at $274K in Q4 2021.
  • 695 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2023.

Based on Pinion Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.