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	–	445
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Toth Financial Advisory's IPG Position: Q2 2023 in Review

Toth Financial Advisory sold out of Interpublic Group of Companies (IPG) in Q2 2023, closing a stake of 15 shares — an estimated $559 sold.

Toth Financial Advisory first reported a position in IPG in Q1 2018 and held it in 4 quarters. The position peaked at $797K in Q2 2018. 735 funds tracked by Wall St. Rank hold IPG as of Q2 2023.

Toth Financial Advisory reported no remaining Interpublic Group of Companies position as of Q2 2023 after selling out during the quarter.
Toth Financial Advisory sold 15 Interpublic Group of Companies shares in Q2 2023, an estimated $559.
Toth Financial Advisory first reported a position in Interpublic Group of Companies in Q1 2018 and held it in 4 quarters.
Toth Financial Advisory's Interpublic Group of Companies position peaked at $797K in Q2 2018.
735 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.