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
-10,900
Closed -$305K – 215
2024
Q4 		$305K Buy
+10,900
New +$325K 0.28% 130

Other funds holding IPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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. 705 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.
  • 705 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.