TWP
IPG

TFO Wealth Partners’s Interpublic Group of Companies IPG Stock Holding History

TFO Wealth 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
Q2 		– Sell
-18
Closed -$587 – 399
2024
Q1 		$587 Hold
18
– – ﹤0.01% 230
2023
Q4 		$588 Hold
18
– – ﹤0.01% 291
2023
Q3 		$694 Hold
18
– – ﹤0.01% 367
2023
Q2 		$694 Hold
18
– – ﹤0.01% 237
2023
Q1 		$670 Buy
18
+16
+800% +$575 ﹤0.01% 206
2022
Q4 		$69 Buy
+2
New +$62 ﹤0.01% 826
2022
Q3 		– Sell
-240
Closed -$7K – 306
2022
Q2 		$7K Buy
+240
New +$7.62K ﹤0.01% 169

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

TFO Wealth Partners's IPG Position: Q2 2024 in Review

TFO Wealth Partners sold out of Interpublic Group of Companies (IPG) in Q2 2024, closing a stake of 18 shares — an estimated $587 sold.

TFO Wealth Partners first reported a position in IPG in Q2 2022 and held it in 7 quarters. The position peaked at $7K in Q2 2022. 714 funds tracked by Wall St. Rank hold IPG as of Q2 2024.

  • TFO Wealth Partners reported no remaining Interpublic Group of Companies position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 18 Interpublic Group of Companies shares in Q2 2024, an estimated $587.
  • TFO Wealth Partners first reported a position in Interpublic Group of Companies in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Interpublic Group of Companies position peaked at $7K in Q2 2022.
  • 714 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.