SVB Wealth’s Interpublic Group of Companies IPG Stock Holding History

SVB Wealth’s Portfolio IPG Stock Details IPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,123	Closed	-$236K	–	303
2024 Q2	$236K	Sell	8,123 -2,106	-21%	-$61.3K	0.01%	629
2024 Q1	$334K	Sell	10,229 -99	-1%	-$3.23K	0.01%	597
2023 Q4	$337K	Sell	10,328 -123	-1%	-$4.02K	0.01%	585
2023 Q3	$300K	Sell	10,451 -2,025	-16%	-$58K	0.01%	609
2023 Q2	$481K	Sell	12,476 -927	-7%	-$35.8K	0.01%	496
2023 Q1	$499K	Sell	13,403 -2,233	-14%	-$83.2K	0.01%	535
2022 Q4	$521K	Buy	15,636 +816	+6%	+$27.2K	0.01%	548
2022 Q3	$379K	Buy	+14,820	New	+$379K	0.01%	598
2022 Q2	–	Sell	-8,712	Closed	-$309K	–	795
2022 Q1	$309K	Buy	8,712 +142	+2%	+$5.04K	﹤0.01%	581
2021 Q4	$321K	Sell	8,570 -12,152	-59%	-$455K	0.01%	556
2021 Q3	$760K	Buy	20,722 +1,556	+8%	+$57.1K	0.01%	468
2021 Q2	$622K	Sell	19,166 -95	-0.5%	-$3.08K	0.01%	514
2021 Q1	$563K	Sell	19,261 -1,424	-7%	-$41.6K	0.01%	485
2020 Q4	$487K	Buy	20,685 +2,799	+16%	+$65.9K	0.01%	480
2020 Q3	$298K	Buy	17,886 +1,476	+9%	+$24.6K	﹤0.01%	527
2020 Q2	$282K	Sell	16,410 -39,443	-71%	-$678K	0.01%	467
2020 Q1	$904K	Sell	55,853 -177,786	-76%	-$2.88M	0.02%	245
2019 Q4	$5.4M	Sell	233,639 -541,759	-70%	-$12.5M	0.1%	133
2019 Q3	$16.7M	Buy	775,398 +137,113	+21%	+$2.96M	0.33%	57
2019 Q2	$14.4M	Buy	638,285 +11,583	+2%	+$262K	0.48%	56
2019 Q1	$13.2M	Buy	626,702 +14,635	+2%	+$307K	0.52%	60
2018 Q4	$12.6M	Sell	612,067 -32,894	-5%	-$679K	0.54%	59
2018 Q3	$14.8M	Buy	644,961 +21,429	+3%	+$490K	0.52%	62
2018 Q2	$14.6M	Sell	623,532 -10,268	-2%	-$241K	0.56%	56
2018 Q1	$14.6M	Buy	633,800 +16,497	+3%	+$380K	0.56%	58
2017 Q4	$12.4M	Buy	617,303 +43,744	+8%	+$882K	0.47%	74
2017 Q3	$11.9M	Buy	573,559 +125,201	+28%	+$2.6M	0.46%	72
2017 Q2	$11M	Buy	448,358 +48,195	+12%	+$1.19M	0.43%	75
2017 Q1	$9.83M	Buy	400,163 +69,103	+21%	+$1.7M	0.39%	79
2016 Q4	$7.75M	Buy	331,060 +280,383	+553%	+$6.56M	0.32%	91
2016 Q3	$1.13M	Buy	+50,677	New	+$1.13M	0.05%	238