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 – 400
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 $5.7T 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 $74.9B 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
Bank of New York Mellon
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