SWS
IPG

SYSTM Wealth Solutions’s Interpublic Group of Companies IPG Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-315
Closed -$9.16K – 357
2024
Q2 		$9.16K Sell
315
-37,018
-99% -$1.14M ﹤0.01% 499
2024
Q1 		$1.22M Sell
37,333
-16,212
-30% -$525K 0.15% 170
2023
Q4 		$1.75M Sell
53,545
-13,069
-20% -$394K 0.24% 121
2023
Q3 		$1.91M Sell
66,614
-1,301
-2% -$43.4K 0.29% 94
2023
Q2 		$2.62M Buy
67,915
+10,204
+18% +$385K 0.35% 67
2023
Q1 		$2.15M Sell
57,711
-7,693
-12% -$276K 0.33% 72
2022
Q4 		$2.18M Buy
+65,404
New +$2.03M 0.27% 102

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SYSTM Wealth Solutions's IPG Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Interpublic Group of Companies (IPG) in Q3 2024, closing a stake of 315 shares — an estimated $9.16K sold.

SYSTM Wealth Solutions first reported a position in IPG in Q4 2022 and held it in 7 quarters. The position peaked at $2.62M in Q2 2023. 717 funds tracked by Wall St. Rank hold IPG as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Interpublic Group of Companies position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 315 Interpublic Group of Companies shares in Q3 2024, an estimated $9.16K.
  • SYSTM Wealth Solutions first reported a position in Interpublic Group of Companies in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Interpublic Group of Companies position peaked at $2.62M in Q2 2023.
  • 717 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.