RWM
IPG

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

Ritholtz 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
2025
Q2 		– Sell
-11,156
Closed -$303K – 1013
2025
Q1 		$303K Sell
11,156
-3,842
-26% -$105K 0.01% 746
2024
Q4 		$420K Sell
14,998
-6,559
-30% -$196K 0.01% 607
2024
Q3 		$682K Buy
21,557
+1,416
+7% +$43.4K 0.02% 476
2024
Q2 		$586K Sell
20,141
-2,826
-12% -$87.1K 0.02% 471
2024
Q1 		$749K Sell
22,967
-797
-3% -$25.8K 0.03% 433
2023
Q4 		$776K Sell
23,764
-3,418
-13% -$103K 0.03% 383
2023
Q3 		$779K Sell
27,182
-7,196
-21% -$240K 0.04% 345
2023
Q2 		$1.33M Sell
34,378
-3,169
-8% -$120K 0.06% 211
2023
Q1 		$1.4M Sell
37,547
-1,245
-3% -$44.7K 0.07% 185
2022
Q4 		$1.29M Buy
38,792
+5,266
+16% +$163K 0.07% 194
2022
Q3 		$858K Buy
33,526
+2,657
+9% +$75.4K 0.05% 278
2022
Q2 		$850K Buy
30,869
+3,269
+12% +$104K 0.05% 216
2022
Q1 		$978K Buy
27,600
+2,631
+11% +$94.8K 0.07% 188
2021
Q4 		$935K Buy
24,969
+7,282
+41% +$265K 0.06% 178
2021
Q3 		$649K Buy
17,687
+4,856
+38% +$174K 0.05% 211
2021
Q2 		$417K Buy
12,831
+352
+3% +$11.3K 0.03% 295
2021
Q1 		$364K Buy
12,479
+3,499
+39% +$92.3K 0.03% 268
2020
Q4 		$211K Buy
+8,980
New +$188K 0.02% 330

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return