RWA
IPG

Ropes Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History

Ropes Wealth Advisors’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
2021
Q1 		– Sell
-2,617
Closed -$62K – 501
2020
Q4 		$62K Buy
2,617
+33
+1% +$692 0.01% 355
2020
Q3 		$43K Sell
2,584
-39,570
-94% -$706K 0.01% 352
2020
Q2 		$723K Sell
42,154
-145
-0.3% -$2.39K 0.15% 109
2020
Q1 		$685K Sell
42,299
-320
-0.8% -$6.76K 0.17% 95
2019
Q4 		$984K Buy
42,619
+270
+0.6% +$5.93K 0.21% 92
2019
Q3 		$913K Buy
42,349
+350
+0.8% +$7.56K 0.19% 103
2019
Q2 		$949K Sell
41,999
-657
-2% -$14.6K 0.2% 93
2019
Q1 		$896K Buy
42,656
+12
+0% +$267 0.24% 96
2018
Q4 		$880K Buy
42,644
+600
+1% +$13.7K 0.25% 90
2018
Q3 		$962K Sell
42,044
-1,032
-2% -$23.4K 0.24% 98
2018
Q2 		$1.01M Hold
43,076
– – 0.27% 91
2018
Q1 		$992K Buy
43,076
+1,100
+3% +$24.7K 0.27% 89
2017
Q4 		$846K Buy
41,976
+6,475
+18% +$129K 0.22% 100
2017
Q3 		$738K Buy
35,501
+1,980
+6% +$43.1K 0.2% 107
2017
Q2 		$825K Buy
33,521
+792
+2% +$19.4K 0.23% 95
2017
Q1 		$804K Buy
32,729
+7,179
+28% +$172K 0.23% 96
2016
Q4 		$598K Buy
25,550
+1,200
+5% +$27.7K 0.19% 104
2016
Q3 		$544K Buy
+24,350
New +$560K 0.18% 109

Other funds holding IPG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Ropes Wealth Advisors's IPG Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q1 2021, closing a stake of 2,617 shares — an estimated $62K sold.

Ropes Wealth Advisors first reported a position in IPG in Q3 2016 and held it in 18 quarters. The position peaked at $1.01M in Q2 2018. 579 funds tracked by Wall St. Rank hold IPG as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,617 Interpublic Group of Companies shares in Q1 2021, an estimated $62K.
  • Ropes Wealth Advisors first reported a position in Interpublic Group of Companies in Q3 2016 and held it in 18 quarters.
  • Ropes Wealth Advisors's Interpublic Group of Companies position peaked at $1.01M in Q2 2018.
  • 579 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.