RPWA
IPG

Regent Peak Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-293
Closed -$7K – 548
2020
Q4 		$7K Buy
+293
New +$6.14K ﹤0.01% 611

Other funds holding IPG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Regent Peak Wealth Advisors's IPG Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q1 2021, closing a stake of 293 shares — an estimated $7K sold.

Regent Peak Wealth Advisors first reported a position in IPG in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 579 funds tracked by Wall St. Rank hold IPG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 293 Interpublic Group of Companies shares in Q1 2021, an estimated $7K.
  • Regent Peak Wealth Advisors first reported a position in Interpublic Group of Companies in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Interpublic Group of Companies position peaked at $7K in Q4 2020.
  • 579 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.