SP
IPG

SWS Partners’s Interpublic Group of Companies IPG Stock Holding History

SWS 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
2024
Q1 		– Sell
-49,556
Closed -$1.62M – 116
2023
Q4 		$1.62M Sell
49,556
-3,482
-7% -$105K 0.53% 73
2023
Q3 		$1.52M Buy
53,038
+10,894
+26% +$364K 0.56% 71
2023
Q2 		$1.62M Sell
42,144
-8,004
-16% -$302K 0.59% 72
2023
Q1 		$1.87M Buy
50,148
+11
+0% +$395 0.7% 61
2022
Q4 		$1.67M Sell
50,137
-8,193
-14% -$254K 0.79% 57
2022
Q3 		$1.49M Buy
58,330
+2,310
+4% +$65.5K 0.69% 64
2022
Q2 		$1.54M Buy
56,020
+9,265
+20% +$294K 1.3% 44
2022
Q1 		$1.66M Buy
46,755
+2,443
+6% +$88K 1.09% 51
2021
Q4 		$1.66M Buy
44,312
+1,100
+3% +$40K 0.94% 62
2021
Q3 		$1.58M Sell
43,212
-19,157
-31% -$686K 0.98% 52
2021
Q2 		$2.03M Sell
62,369
-7,524
-11% -$241K 1.32% 29
2021
Q1 		$2.04M Sell
69,893
-4,801
-6% -$127K 1.4% 25
2020
Q4 		$1.76M Sell
74,694
-13,142
-15% -$276K 0.78% 45
2020
Q3 		$1.46M Buy
87,836
+20,356
+30% +$363K 0.73% 45
2020
Q2 		$1.22M Buy
67,480
+149
+0.2% +$2.46K 1.55% 20
2020
Q1 		$1.09M Buy
+67,331
New +$1.42M 0.78% 44
2019
Q3 		$1.31M Buy
58,866
+7,346
+14% +$159K 0.78% 46
2019
Q2 		$1.18M Buy
+51,520
New +$1.14M 0.75% 46
2018
Q2 		– Sell
-194
Closed -$4K – 202
2018
Q1 		$4K Buy
+194
New +$4.36K ﹤0.01% 329

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SWS Partners's IPG Position: Q1 2024 in Review

SWS Partners sold out of Interpublic Group of Companies (IPG) in Q1 2024, closing a stake of 49,556 shares — an estimated $1.62M sold.

SWS Partners first reported a position in IPG in Q1 2018 and held it in 19 quarters. The position peaked at $2.04M in Q1 2021. 731 funds tracked by Wall St. Rank hold IPG as of Q1 2024.

  • SWS Partners reported no remaining Interpublic Group of Companies position as of Q1 2024 after selling out during the quarter.
  • SWS Partners sold 49,556 Interpublic Group of Companies shares in Q1 2024, an estimated $1.62M.
  • SWS Partners first reported a position in Interpublic Group of Companies in Q1 2018 and held it in 19 quarters.
  • SWS Partners's Interpublic Group of Companies position peaked at $2.04M in Q1 2021.
  • 731 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2024.

Based on SWS Partners's 13F filing for Q1 2024, filed 30 Apr 2024.