Summit Place Financial Advisors’s Interpublic Group of Companies IPG Stock Holding History

Summit Place Financial 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
2025 Q2	–	Sell	-33,585	Closed	-$912K	–	94
2025 Q1	$912K	Sell	33,585 -26,575	-44%	-$729K	0.52%	61
2024 Q4	$1.69M	Sell	60,160 -7,840	-12%	-$234K	0.96%	43
2024 Q3	$2.15M	Buy	68,000 +10,425	+18%	+$320K	1.2%	36
2024 Q2	$1.67M	Buy	57,575 +7,425	+15%	+$229K	0.99%	42
2024 Q1	$1.64M	Buy	+50,150	New	+$1.62M	0.96%	43

Other funds holding IPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Place Financial Advisors's IPG Position: Q2 2025 in Review

Summit Place Financial Advisors sold out of Interpublic Group of Companies (IPG) in Q2 2025, closing a stake of 33,585 shares — an estimated $912K sold.

Summit Place Financial Advisors first reported a position in IPG in Q1 2024 and held it in 5 quarters. The position peaked at $2.15M in Q3 2024. 655 funds tracked by Wall St. Rank hold IPG as of Q2 2025.

Summit Place Financial Advisors reported no remaining Interpublic Group of Companies position as of Q2 2025 after selling out during the quarter.
Summit Place Financial Advisors sold 33,585 Interpublic Group of Companies shares in Q2 2025, an estimated $912K.
Summit Place Financial Advisors first reported a position in Interpublic Group of Companies in Q1 2024 and held it in 5 quarters.
Summit Place Financial Advisors's Interpublic Group of Companies position peaked at $2.15M in Q3 2024.
655 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2025.

Based on Summit Place Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.