Simplicity Solutions’s Interpublic Group of Companies IPG Stock Holding History

Simplicity Solutions’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
2023 Q4	$240K	Buy	7,364 +327	+5%	+$9.85K	0.01%	906
2023 Q3	$202K	Sell	7,037 -2,323	-25%	-$77.5K	0.01%	907
2023 Q2	$361K	Buy	9,360 +1,167	+14%	+$44K	0.01%	768
2023 Q1	$305K	Buy	+8,193	New	+$294K	0.01%	841
2021 Q4	–	Sell	-10,030	Closed	-$368K	–	532
2021 Q3	$368K	Sell	10,030 -2,199	-18%	-$78.7K	0.06%	349
2021 Q2	$397K	Buy	12,229 +188	+2%	+$6.01K	0.08%	286
2021 Q1	$352K	Sell	12,041 -44,029	-79%	-$1.16M	0.08%	280
2020 Q4	$1.32M	Sell	56,070 -14,541	-21%	-$305K	0.02%	476
2020 Q3	$1.18M	Buy	70,611 +645	+0.9%	+$11.5K	0.02%	446
2020 Q2	$1.2M	Buy	69,966 +51,103	+271%	+$842K	0.02%	420
2020 Q1	$305K	Sell	18,863 -752	-4%	-$15.9K	0.01%	604
2019 Q4	$453K	Buy	19,615 +234	+1%	+$5.14K	0.01%	567
2019 Q3	$418K	Buy	19,381 +678	+4%	+$14.6K	0.02%	461
2019 Q2	$423K	Buy	+18,703	New	+$415K	0.02%	400

Other funds holding IPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's IPG Position: Q4 2023 in Review

Simplicity Solutions increased its Interpublic Group of Companies (IPG) stake by 4.6% in Q4 2023, buying an estimated $9.85K and bringing the position to 7,364 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #906.

Simplicity Solutions first reported a position in IPG in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.32M in Q4 2020. 731 funds tracked by Wall St. Rank hold IPG as of Q4 2023.

Simplicity Solutions held 7,364 shares of Interpublic Group of Companies worth $240K as of Q4 2023.
Simplicity Solutions bought 327 Interpublic Group of Companies shares in Q4 2023, an estimated $9.85K.
Interpublic Group of Companies made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #906 holding.
Simplicity Solutions first reported a position in Interpublic Group of Companies in Q2 2019 and has held it in 14 quarters since.
Simplicity Solutions's Interpublic Group of Companies position peaked at $1.32M in Q4 2020.
731 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.