SFP
IPG

Sterling Financial Planning’s Interpublic Group of Companies IPG Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-1,932
Closed -$71K – 238
2021
Q3 		$71K Hold
1,932
– – 0.05% 158
2021
Q2 		$63K Hold
1,932
– – 0.04% 153
2021
Q1 		$56K Hold
1,932
– – 0.04% 145
2020
Q4 		$45K Buy
+1,932
New +$40.5K 0.04% 155

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Sterling Financial Planning's IPG Position: Q4 2021 in Review

Sterling Financial Planning sold out of Interpublic Group of Companies (IPG) in Q4 2021, closing a stake of 1,932 shares — an estimated $71K sold.

Sterling Financial Planning first reported a position in IPG in Q4 2020 and held it in 4 quarters. The position peaked at $71K in Q3 2021. 696 funds tracked by Wall St. Rank hold IPG as of Q4 2021.

  • Sterling Financial Planning reported no remaining Interpublic Group of Companies position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,932 Interpublic Group of Companies shares in Q4 2021, an estimated $71K.
  • Sterling Financial Planning first reported a position in Interpublic Group of Companies in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Interpublic Group of Companies position peaked at $71K in Q3 2021.
  • 696 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.