SFG
IPG

Sather Financial Group’s Interpublic Group of Companies IPG Stock Holding History

Sather Financial Group’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
Q2 		– Sell
-6,335
Closed -$207K – 90
2024
Q1 		$207K Hold
6,335
– – 0.01% 96
2023
Q4 		$207K Buy
+6,335
New +$191K 0.02% 90
2023
Q3 		– Sell
-6,335
Closed -$244K – 94
2023
Q2 		$244K Hold
6,335
– – 0.02% 85
2023
Q1 		$236K Hold
6,335
– – 0.02% 86
2022
Q4 		$211K Buy
+6,335
New +$196K 0.02% 102
2022
Q2 		– Sell
-6,335
Closed -$225K – 92
2022
Q1 		$225K Hold
6,335
– – 0.02% 89
2021
Q4 		$237K Hold
6,335
– – 0.02% 77
2021
Q3 		$232K Buy
+6,335
New +$227K 0.02% 80

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Sather Financial Group's IPG Position: Q2 2024 in Review

Sather Financial Group sold out of Interpublic Group of Companies (IPG) in Q2 2024, closing a stake of 6,335 shares — an estimated $207K sold.

Sather Financial Group first reported a position in IPG in Q3 2021 and held it in 8 quarters. The position peaked at $244K in Q2 2023. 714 funds tracked by Wall St. Rank hold IPG as of Q2 2024.

  • Sather Financial Group reported no remaining Interpublic Group of Companies position as of Q2 2024 after selling out during the quarter.
  • Sather Financial Group sold 6,335 Interpublic Group of Companies shares in Q2 2024, an estimated $207K.
  • Sather Financial Group first reported a position in Interpublic Group of Companies in Q3 2021 and held it in 8 quarters.
  • Sather Financial Group's Interpublic Group of Companies position peaked at $244K in Q2 2023.
  • 714 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2024.

Based on Sather Financial Group's 13F filing for Q2 2024, filed 24 Jul 2024.