TFA
IPG

Toth Financial Advisory’s Interpublic Group of Companies IPG Stock Holding History

Toth Financial Advisory’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
2023
Q2 		– Sell
-15
Closed -$559 – 831
2023
Q1 		$559 Buy
+15
New +$539 ﹤0.01% 771
2022
Q4 		– Sell
-155
Closed -$4K – 763
2022
Q3 		$4K Buy
+155
New +$4.4K ﹤0.01% 575
2018
Q3 		– Sell
-34,000
Closed -$797K – 451
2018
Q2 		$797K Buy
34,000
+21,325
+168% +$501K 0.19% 104
2018
Q1 		$292K Buy
+12,675
New +$285K 0.07% 137

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return