SIA
IPG

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return