TWPM
IPG

Total Wealth Planning & Management’s Interpublic Group of Companies IPG Stock Holding History

Total Wealth Planning & Management’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
2025
Q1 		– Sell
-11,300
Closed -$317K – 214
2024
Q4 		$317K Buy
+11,300
New +$337K 0.29% 119

Other funds holding IPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Total Wealth Planning & Management's IPG Position: Q1 2025 in Review

Total Wealth Planning & Management sold out of Interpublic Group of Companies (IPG) in Q1 2025, closing a stake of 11,300 shares — an estimated $317K sold.

Total Wealth Planning & Management first reported a position in IPG in Q4 2024 and held it in 1 quarter. The position peaked at $317K in Q4 2024. 704 funds tracked by Wall St. Rank hold IPG as of Q1 2025.

  • Total Wealth Planning & Management reported no remaining Interpublic Group of Companies position as of Q1 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 11,300 Interpublic Group of Companies shares in Q1 2025, an estimated $317K.
  • Total Wealth Planning & Management first reported a position in Interpublic Group of Companies in Q4 2024 and held it in 1 quarter.
  • Total Wealth Planning & Management's Interpublic Group of Companies position peaked at $317K in Q4 2024.
  • 704 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2025.

Based on Total Wealth Planning & Management's 13F filing for Q1 2025, filed 24 Apr 2025.