PCMC
IPG

Planning Capital Management Corporation’s Interpublic Group of Companies IPG Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-148
Closed -$4.31K – 853
2024
Q2 		$4.31K Hold
148
– – ﹤0.01% 473
2024
Q1 		$4.83K Hold
148
– – ﹤0.01% 483
2023
Q4 		$4.83K Buy
+148
New +$4.46K ﹤0.01% 487

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planning Capital Management Corporation's IPG Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Interpublic Group of Companies (IPG) in Q3 2024, closing a stake of 148 shares — an estimated $4.31K sold.

Planning Capital Management Corporation first reported a position in IPG in Q4 2023 and held it in 3 quarters. The position peaked at $4.83K in Q4 2023. 718 funds tracked by Wall St. Rank hold IPG as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Interpublic Group of Companies position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 148 Interpublic Group of Companies shares in Q3 2024, an estimated $4.31K.
  • Planning Capital Management Corporation first reported a position in Interpublic Group of Companies in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Interpublic Group of Companies position peaked at $4.83K in Q4 2023.
  • 718 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.