SSA
IPG

Sierra Summit Advisors’s Interpublic Group of Companies IPG Stock Holding History

Sierra Summit 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
Q4 		– Sell
-17,190
Closed -$544K – 162
2024
Q3 		$544K Buy
17,190
+2,973
+21% +$91.2K 0.13% 95
2024
Q2 		$414K Buy
14,217
+1,580
+13% +$48.7K 0.1% 110
2024
Q1 		$412K Buy
12,637
+114
+0.9% +$3.69K 0.11% 102
2023
Q4 		$409K Buy
+12,523
New +$377K 0.12% 104

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
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

Sierra Summit Advisors's IPG Position: Q4 2024 in Review

Sierra Summit Advisors sold out of Interpublic Group of Companies (IPG) in Q4 2024, closing a stake of 17,190 shares — an estimated $544K sold.

Sierra Summit Advisors first reported a position in IPG in Q4 2023 and held it in 4 quarters. The position peaked at $544K in Q3 2024. 741 funds tracked by Wall St. Rank hold IPG as of Q4 2024.

  • Sierra Summit Advisors reported no remaining Interpublic Group of Companies position as of Q4 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 17,190 Interpublic Group of Companies shares in Q4 2024, an estimated $544K.
  • Sierra Summit Advisors first reported a position in Interpublic Group of Companies in Q4 2023 and held it in 4 quarters.
  • Sierra Summit Advisors's Interpublic Group of Companies position peaked at $544K in Q3 2024.
  • 741 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2024.

Based on Sierra Summit Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.