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

Sutton 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
2023 Q3	$7.14K	Buy	249 +113	+83%	+$3.77K	﹤0.01%	529
2023 Q2	$5.25K	Hold	136	–	–	﹤0.01%	554
2023 Q1	$5.07K	Hold	136	–	–	﹤0.01%	522
2022 Q4	$4.53K	Hold	136	–	–	﹤0.01%	1113
2022 Q3	$3.48K	Sell	136 -228	-63%	-$6.47K	﹤0.01%	1126
2022 Q2	$10K	Buy	364 +217	+148%	+$6.89K	﹤0.01%	904
2022 Q1	$5.21K	Buy	147 +15	+11%	+$541	﹤0.01%	1083
2021 Q4	$4.94K	Sell	132 -5	-4%	-$182	﹤0.01%	1074
2021 Q3	$5.02K	Buy	137 +5	+4%	+$179	﹤0.01%	1054
2021 Q2	$4.29K	Hold	132	–	–	﹤0.01%	1072
2021 Q1	$3.85K	Hold	132	–	–	﹤0.01%	1053
2020 Q4	$3.1K	Hold	132	–	–	﹤0.01%	1051
2020 Q3	$2.2K	Hold	132	–	–	﹤0.01%	1062
2020 Q2	$2.27K	Buy	132 +6	+5%	+$99	﹤0.01%	1049
2020 Q1	$2.04K	Buy	126 +56	+80%	+$1.18K	﹤0.01%	1034
2019 Q4	$1.62K	Hold	70	–	–	﹤0.01%	1081
2019 Q3	$1.51K	Buy	70 +32	+84%	+$691	﹤0.01%	1084
2019 Q2	$858	Hold	38	–	–	﹤0.01%	1110
2019 Q1	$798	Hold	38	–	–	﹤0.01%	1122
2018 Q4	$784	Hold	38	–	–	﹤0.01%	1058
2018 Q3	$869	Hold	38	–	–	﹤0.01%	1048
2018 Q2	$891	Hold	38	–	–	﹤0.01%	1066
2018 Q1	$875	Sell	38 -23	-38%	-$516	﹤0.01%	1058
2017 Q4	$1.23K	Hold	61	–	–	﹤0.01%	996
2017 Q3	$1.27K	Sell	61 -10	-14%	-$218	﹤0.01%	984
2017 Q2	$1.75K	Buy	71 +10	+16%	+$244	﹤0.01%	965
2017 Q1	$1.5K	Hold	61	–	–	﹤0.01%	953
2016 Q4	$1.43K	Hold	61	–	–	﹤0.01%	954
2016 Q3	$1.36K	Hold	61	–	–	﹤0.01%	948
2016 Q2	$1.41K	Hold	61	–	–	﹤0.01%	907
2016 Q1	$1.4K	Buy	+61	New	+$1.32K	﹤0.01%	901

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Sutton Wealth Advisors's IPG Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Interpublic Group of Companies (IPG) stake by 83% in Q3 2023, buying an estimated $3.77K and bringing the position to 249 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Sutton Wealth Advisors first reported a position in IPG in Q1 2016 and has held it in 31 quarters since. The position peaked at $10K in Q2 2022. 695 funds tracked by Wall St. Rank hold IPG as of Q3 2023.

Sutton Wealth Advisors held 249 shares of Interpublic Group of Companies worth $7.14K as of Q3 2023.
Sutton Wealth Advisors bought 113 Interpublic Group of Companies shares in Q3 2023, an estimated $3.77K.
Interpublic Group of Companies made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #529 holding.
Sutton Wealth Advisors first reported a position in Interpublic Group of Companies in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Interpublic Group of Companies position peaked at $10K in Q2 2022.
695 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.