Riverwater Partners’s Interpublic Group of Companies IPG Stock Holding History

Riverwater Partners’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	-8,225	Closed	-$256K	–	224
2024 Q3	$256K	Sell	8,225 -65	-0.8%	-$1.99K	0.13%	183
2024 Q2	$241K	Sell	8,290 -515	-6%	-$15.9K	0.18%	162
2024 Q1	$287K	Hold	8,805	–	–	0.21%	152
2023 Q4	$287K	Sell	8,805 -7,000	-44%	-$211K	0.23%	144
2023 Q3	$453K	Sell	15,805 -1,100	-7%	-$36.7K	0.41%	74
2023 Q2	$652K	Sell	16,905 -2,066	-11%	-$77.9K	0.58%	50
2023 Q1	$706K	Hold	18,971	–	–	0.65%	44
2022 Q4	$632K	Hold	18,971	–	–	0.54%	58
2022 Q3	$486K	Buy	18,971 +1,146	+6%	+$32.5K	0.49%	65
2022 Q2	$491K	Buy	+17,825	New	+$566K	0.49%	61
2022 Q1	–	Sell	-17,985	Closed	-$674K	–	153
2021 Q4	$674K	Buy	+17,985	New	+$654K	0.6%	49

Other funds holding IPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Riverwater Partners's IPG Position: Q4 2024 in Review

Riverwater Partners sold out of Interpublic Group of Companies (IPG) in Q4 2024, closing a stake of 8,225 shares — an estimated $256K sold.

Riverwater Partners first reported a position in IPG in Q4 2021 and held it in 11 quarters. The position peaked at $706K in Q1 2023. 741 funds tracked by Wall St. Rank hold IPG as of Q4 2024.

Riverwater Partners reported no remaining Interpublic Group of Companies position as of Q4 2024 after selling out during the quarter.
Riverwater Partners sold 8,225 Interpublic Group of Companies shares in Q4 2024, an estimated $256K.
Riverwater Partners first reported a position in Interpublic Group of Companies in Q4 2021 and held it in 11 quarters.
Riverwater Partners's Interpublic Group of Companies position peaked at $706K in Q1 2023.
741 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2024.

Based on Riverwater Partners's 13F filing for Q4 2024, filed 13 Feb 2025.