SWA
IPG

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

Stratos 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
2024
Q4 		– Sell
-50,141
Closed -$1.59M – 749
2024
Q3 		$1.59M Buy
50,141
+9,210
+23% +$283K 0.07% 280
2024
Q2 		$1.19M Buy
40,931
+2,136
+6% +$65.8K 0.06% 304
2024
Q1 		$1.27M Buy
+38,795
New +$1.26M 0.08% 288

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Stratos Wealth Advisors's IPG Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q4 2024, closing a stake of 50,141 shares — an estimated $1.59M sold.

Stratos Wealth Advisors first reported a position in IPG in Q1 2024 and held it in 3 quarters. The position peaked at $1.59M in Q3 2024. 741 funds tracked by Wall St. Rank hold IPG as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 50,141 Interpublic Group of Companies shares in Q4 2024, an estimated $1.59M.
  • Stratos Wealth Advisors first reported a position in Interpublic Group of Companies in Q1 2024 and held it in 3 quarters.
  • Stratos Wealth Advisors's Interpublic Group of Companies position peaked at $1.59M in Q3 2024.
  • 741 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.