RWM
IPG

Revisor Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Revisor Wealth Management’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
-6,976
Closed -$221K – 148
2024
Q3 		$221K Sell
6,976
-695
-9% -$21.3K 0.14% 161
2024
Q2 		$223K Sell
7,671
-5,859
-43% -$181K 0.16% 144
2024
Q1 		$442K Buy
+13,530
New +$438K 0.2% 125
2023
Q4 		– Sell
-8,109
Closed -$232K – 152
2023
Q3 		$232K Buy
+8,109
New +$271K 0.2% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
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

Revisor Wealth Management's IPG Position: Q4 2024 in Review

Revisor Wealth Management sold out of Interpublic Group of Companies (IPG) in Q4 2024, closing a stake of 6,976 shares — an estimated $221K sold.

Revisor Wealth Management first reported a position in IPG in Q3 2023 and held it in 4 quarters. The position peaked at $442K in Q1 2024. 741 funds tracked by Wall St. Rank hold IPG as of Q4 2024.

  • Revisor Wealth Management reported no remaining Interpublic Group of Companies position as of Q4 2024 after selling out during the quarter.
  • Revisor Wealth Management sold 6,976 Interpublic Group of Companies shares in Q4 2024, an estimated $221K.
  • Revisor Wealth Management first reported a position in Interpublic Group of Companies in Q3 2023 and held it in 4 quarters.
  • Revisor Wealth Management's Interpublic Group of Companies position peaked at $442K in Q1 2024.
  • 741 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2024.

Based on Revisor Wealth Management's 13F filing for Q4 2024, filed 20 Feb 2025.