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 $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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Richard W. Paul & Associates's IPG Position: Q1 2024 in Review

Richard W. Paul & Associates sold out of Interpublic Group of Companies (IPG) in Q1 2024, closing a stake of 92 shares — an estimated $3K sold.

Richard W. Paul & Associates first reported a position in IPG in Q4 2022 and held it in 5 quarters. The position peaked at $438K in Q1 2023. 731 funds tracked by Wall St. Rank hold IPG as of Q1 2024.

  • Richard W. Paul & Associates reported no remaining Interpublic Group of Companies position as of Q1 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 92 Interpublic Group of Companies shares in Q1 2024, an estimated $3K.
  • Richard W. Paul & Associates first reported a position in Interpublic Group of Companies in Q4 2022 and held it in 5 quarters.
  • Richard W. Paul & Associates's Interpublic Group of Companies position peaked at $438K in Q1 2023.
  • 731 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2024.

Based on Richard W. Paul & Associates's 13F filing for Q1 2024, filed 14 May 2024.