SFG
IPG

Steward Financial Group’s Interpublic Group of Companies IPG Stock Holding History

Steward Financial Group’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
Q3 		$6K Sell
222
-111
-33% -$3.7K ﹤0.01% 547
2023
Q2 		$12K Buy
+333
New +$12.6K ﹤0.01% 333
2022
Q3 		– Sell
-90
Closed -$2K – 678
2022
Q2 		$2K Buy
+90
New +$2.86K ﹤0.01% 569

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Financial Group's IPG Position: Q3 2023 in Review

Steward Financial Group reduced its Interpublic Group of Companies (IPG) stake by 33% in Q3 2023, selling an estimated $3.7K and leaving 222 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Steward Financial Group first reported a position in IPG in Q2 2022 and has held it in 3 quarters since. The position peaked at $12K in Q2 2023. 695 funds tracked by Wall St. Rank hold IPG as of Q3 2023.

  • Steward Financial Group held 222 shares of Interpublic Group of Companies worth $6K as of Q3 2023.
  • Steward Financial Group sold 111 Interpublic Group of Companies shares in Q3 2023, an estimated $3.7K.
  • Interpublic Group of Companies made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #547 holding.
  • Steward Financial Group first reported a position in Interpublic Group of Companies in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Interpublic Group of Companies position peaked at $12K in Q2 2023.
  • 695 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.