SWP
IPG

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

Stratos Wealth Partners’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 		– Sell
-11,109
Closed -$429K – 1309
2023
Q2 		$429K Buy
+11,109
New +$419K 0.01% 827
2018
Q4 		– Sell
-25
Closed -$1K – 1636
2018
Q3 		$1K Buy
+25
New +$566 ﹤0.01% 2846
2018
Q2 		– Sell
-415
Closed -$10K – 1759
2018
Q1 		$10K Sell
415
-41
-9% -$921 ﹤0.01% 2319
2017
Q4 		$9K Buy
+456
New +$9.09K ﹤0.01% 2204

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return