Schechter Investment Advisors’s Interpublic Group of Companies IPG Stock Holding History

Schechter Investment 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
2024 Q2	–	Sell	-7,843	Closed	-$256K	–	670
2024 Q1	$256K	Buy	7,843 +158	+2%	+$5.12K	0.02%	524
2023 Q4	$251K	Buy	+7,685	New	+$231K	0.02%	503
2023 Q3	–	Sell	-6,492	Closed	-$250K	–	653
2023 Q2	$250K	Buy	6,492 +146	+2%	+$5.51K	0.02%	529
2023 Q1	$236K	Buy	6,346 +14	+0.2%	+$503	0.02%	575
2022 Q4	$211K	Buy	+6,332	New	+$196K	0.02%	742
2022 Q2	–	Sell	-8,370	Closed	-$297K	–	981
2022 Q1	$297K	Buy	8,370 +2,750	+49%	+$99.1K	0.03%	712
2021 Q4	$210K	Buy	+5,620	New	+$204K	0.02%	783

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

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

Schechter Investment Advisors's IPG Position: Q2 2024 in Review

Schechter Investment Advisors sold out of Interpublic Group of Companies (IPG) in Q2 2024, closing a stake of 7,843 shares — an estimated $256K sold.

Schechter Investment Advisors first reported a position in IPG in Q4 2021 and held it in 7 quarters. The position peaked at $297K in Q1 2022. 714 funds tracked by Wall St. Rank hold IPG as of Q2 2024.

Schechter Investment Advisors reported no remaining Interpublic Group of Companies position as of Q2 2024 after selling out during the quarter.
Schechter Investment Advisors sold 7,843 Interpublic Group of Companies shares in Q2 2024, an estimated $256K.
Schechter Investment Advisors first reported a position in Interpublic Group of Companies in Q4 2021 and held it in 7 quarters.
Schechter Investment Advisors's Interpublic Group of Companies position peaked at $297K in Q1 2022.
714 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2024.

Based on Schechter Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.