RJT
IPG

Raymond James Trust’s Interpublic Group of Companies IPG Stock Holding History

Raymond James Trust’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 		$1.26M Buy
39,906
+4,601
+13% +$141K 0.03% 432
2024
Q2 		$1.03M Buy
35,305
+6,827
+24% +$210K 0.02% 468
2024
Q1 		$929K Sell
28,478
-2,255
-7% -$73K 0.02% 496
2023
Q4 		$1M Sell
30,733
-126
-0.4% -$3.79K 0.03% 457
2023
Q3 		$884K Sell
30,859
-349
-1% -$11.6K 0.03% 452
2023
Q2 		$1.2M Buy
31,208
+3,757
+14% +$142K 0.03% 386
2023
Q1 		$1.02M Buy
27,451
+8,482
+45% +$305K 0.03% 410
2022
Q4 		$631K Sell
18,969
-1,350
-7% -$41.9K 0.02% 524
2022
Q3 		$521K Buy
20,319
+1,064
+6% +$30.2K 0.02% 570
2022
Q2 		$530K Buy
19,255
+930
+5% +$29.5K 0.02% 570
2022
Q1 		$650K Buy
18,325
+1,109
+6% +$40K 0.02% 542
2021
Q4 		$645K Buy
17,216
+1,221
+8% +$44.4K 0.02% 560
2021
Q3 		$586K Buy
15,995
+589
+4% +$21.1K 0.02% 565
2021
Q2 		$500K Buy
15,406
+153
+1% +$4.89K 0.02% 602
2021
Q1 		$446K Sell
15,253
-1,135
-7% -$30K 0.02% 637
2020
Q4 		$385K Sell
16,388
-603
-4% -$12.6K 0.01% 650
2020
Q3 		$284K Sell
16,991
-5,133
-23% -$91.6K 0.01% 711
2020
Q2 		$380K Sell
22,124
-383
-2% -$6.31K 0.02% 561
2020
Q1 		$365K Buy
22,507
+1,243
+6% +$26.3K 0.02% 486
2019
Q4 		$492K Sell
21,264
-897
-4% -$19.7K 0.02% 475
2019
Q3 		$478K Buy
22,161
+86
+0.4% +$1.86K 0.02% 467
2019
Q2 		$499K Buy
22,075
+471
+2% +$10.5K 0.03% 440
2019
Q1 		$454K Buy
21,604
+4
+0% +$89 0.03% 450
2018
Q4 		$446K Sell
21,600
-1,152
-5% -$26.3K 0.03% 422
2018
Q3 		$520K Sell
22,752
-96
-0.4% -$2.17K 0.03% 424
2018
Q2 		$536K Buy
22,848
+321
+1% +$7.55K 0.03% 397
2018
Q1 		$519K Buy
22,527
+1,375
+7% +$30.9K 0.04% 364
2017
Q4 		$427K Sell
21,152
-925
-4% -$18.4K 0.03% 428
2017
Q3 		$459K Sell
22,077
-1,393
-6% -$30.3K 0.03% 399
2017
Q2 		$578K Buy
23,470
+12,625
+116% +$309K 0.04% 337
2017
Q1 		$267K Sell
10,845
-223
-2% -$5.35K 0.02% 538
2016
Q4 		$259K Buy
11,068
+1,469
+15% +$34K 0.02% 531
2016
Q3 		$215K Buy
+9,599
New +$221K 0.02% 588
2015
Q2 		– Sell
-9,350
Closed -$207K – 644
2015
Q1 		$207K Sell
9,350
-447
-5% -$9.49K 0.02% 572
2014
Q4 		$204K Sell
9,797
-243
-2% -$4.67K 0.02% 565
2014
Q3 		$184K Sell
10,040
-128
-1% -$2.48K 0.02% 562
2014
Q2 		$199K Sell
10,168
-281
-3% -$5.1K 0.02% 560
2014
Q1 		$179K Buy
+10,449
New +$179K 0.02% 537

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $140B AUM 27.84% 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

Raymond James Trust's IPG Position: Q3 2024 in Review

Raymond James Trust increased its Interpublic Group of Companies (IPG) stake by 13% in Q3 2024, buying an estimated $141K and bringing the position to 39,906 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #432.

Raymond James Trust first reported a position in IPG in Q1 2014 and has held it in 38 quarters since. 717 funds tracked by Wall St. Rank hold IPG as of Q3 2024.

  • Raymond James Trust held 39,906 shares of Interpublic Group of Companies worth $1.26M as of Q3 2024.
  • Raymond James Trust bought 4,601 Interpublic Group of Companies shares in Q3 2024, an estimated $141K.
  • Interpublic Group of Companies made up 0.03% of Raymond James Trust's portfolio in Q3 2024, its #432 holding.
  • Raymond James Trust first reported a position in Interpublic Group of Companies in Q1 2014 and has held it in 38 quarters since.
  • 717 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.