RWPA
IPG

Richard W. Paul & Associates’s Interpublic Group of Companies IPG Stock Holding History

Richard W. Paul & Associates’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
Q1 		– Sell
-92
Closed -$3K – 522
2023
Q4 		$3K Sell
92
-8,528
-99% -$257K ﹤0.01% 380
2023
Q3 		$247K Sell
8,620
-2,148
-20% -$71.7K 0.11% 149
2023
Q2 		$415K Sell
10,768
-987
-8% -$37.2K 0.18% 121
2023
Q1 		$438K Buy
11,755
+170
+1% +$6.11K 0.2% 111
2022
Q4 		$386K Buy
+11,585
New +$359K 0.19% 116

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $74.9B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return