SFS
IPG

Sowell Financial Services’s Interpublic Group of Companies IPG Stock Holding History

Sowell Financial Services’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
-12,854
Closed -$419K – 544
2024
Q1 		$419K Buy
12,854
+936
+8% +$30.3K 0.02% 476
2023
Q4 		$389K Buy
11,918
+1,904
+19% +$57.3K 0.02% 463
2023
Q3 		$287K Buy
+10,014
New +$334K 0.02% 465
2023
Q2 		– Sell
-7,381
Closed -$275K – 681
2023
Q1 		$275K Sell
7,381
-6,290
-46% -$226K 0.02% 588
2022
Q4 		$455K Buy
13,671
+1,966
+17% +$61K 0.03% 440
2022
Q3 		$300K Sell
11,705
-1,620
-12% -$46K 0.03% 370
2022
Q2 		$367K Buy
+13,325
New +$423K 0.03% 242
2021
Q3 		– Sell
-15,230
Closed -$495K – 519
2021
Q2 		$495K Sell
15,230
-7,795
-34% -$249K 0.03% 418
2021
Q1 		$758K Buy
23,025
+9,860
+75% +$260K 0.03% 496
2020
Q4 		$310K Buy
13,165
+815
+7% +$17.1K 0.01% 682
2020
Q3 		$206K Sell
12,350
-1,039
-8% -$18.5K 0.01% 715
2020
Q2 		$230K Sell
13,389
-114
-0.8% -$1.88K 0.01% 672
2020
Q1 		$219K Sell
13,503
-1,404
-9% -$29.7K 0.02% 624
2019
Q4 		$344K Buy
14,907
+12,843
+622% +$282K 0.03% 560
2019
Q3 		$45K Buy
+2,064
New +$44.6K ﹤0.01% 1029

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
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

Sowell Financial Services's IPG Position: Q2 2024 in Review

Sowell Financial Services sold out of Interpublic Group of Companies (IPG) in Q2 2024, closing a stake of 12,854 shares — an estimated $419K sold.

Sowell Financial Services first reported a position in IPG in Q3 2019 and held it in 15 quarters. The position peaked at $758K in Q1 2021. 714 funds tracked by Wall St. Rank hold IPG as of Q2 2024.

  • Sowell Financial Services reported no remaining Interpublic Group of Companies position as of Q2 2024 after selling out during the quarter.
  • Sowell Financial Services sold 12,854 Interpublic Group of Companies shares in Q2 2024, an estimated $419K.
  • Sowell Financial Services first reported a position in Interpublic Group of Companies in Q3 2019 and held it in 15 quarters.
  • Sowell Financial Services's Interpublic Group of Companies position peaked at $758K in Q1 2021.
  • 714 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.