SWA
IPG

SOA Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History

SOA Wealth 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
2025
Q4 		– Sell
-10,009
Closed -$279K – 887
2025
Q3 		$279K Hold
10,009
– – 0.05% 168
2025
Q2 		$245K Sell
10,009
-24
-0.2% -$584 0.05% 179
2025
Q1 		$272K Buy
10,033
+1
+0% +$27 0.06% 160
2024
Q4 		$281K Sell
10,032
-3
-0% -$90 0.05% 153
2024
Q3 		$317K Hold
10,035
– – 0.06% 143
2024
Q2 		$292K Sell
10,035
-12
-0.1% -$370 0.06% 141
2024
Q1 		$328K Buy
10,047
+311
+3% +$10.1K 0.07% 136
2023
Q4 		$318K Hold
9,736
– – 0.07% 135
2023
Q3 		$279K Buy
9,736
+1
+0% +$33 0.07% 135
2023
Q2 		$376K Hold
9,735
– – 0.09% 116
2023
Q1 		$363K Buy
9,735
+1
+0% +$36 0.09% 113
2022
Q4 		$324K Hold
9,734
– – 0.09% 112
2022
Q3 		$249K Sell
9,734
-4
-0% -$113 0.08% 129
2022
Q2 		$268K Sell
9,738
-1,481
-13% -$47K 0.08% 123
2022
Q1 		$397K Hold
11,219
– – 0.1% 113
2021
Q4 		$423K Buy
11,219
+1
+0% +$36 0.1% 106
2021
Q3 		$411K Hold
11,218
– – 0.11% 112
2021
Q2 		$364K Buy
11,218
+1,067
+11% +$34.1K 0.09% 120
2021
Q1 		$296K Buy
10,151
+144
+1% +$3.8K 0.08% 121
2020
Q4 		$245K Buy
+10,007
New +$210K 0.07% 125

Other funds holding IPG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SOA Wealth Advisors's IPG Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 10,009 shares — an estimated $279K sold.

SOA Wealth Advisors first reported a position in IPG in Q4 2020 and held it in 20 quarters. The position peaked at $423K in Q4 2021. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

  • SOA Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 10,009 Interpublic Group of Companies shares in Q4 2025, an estimated $279K.
  • SOA Wealth Advisors first reported a position in Interpublic Group of Companies in Q4 2020 and held it in 20 quarters.
  • SOA Wealth Advisors's Interpublic Group of Companies position peaked at $423K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.