TWM
IPG

Tradition Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-836
Closed -$27K – 790
2023
Q4 		$27K Buy
836
+156
+23% +$4.7K ﹤0.01% 769
2023
Q3 		$19K Buy
680
+444
+188% +$14.8K ﹤0.01% 853
2023
Q2 		$9K Buy
+236
New +$8.9K ﹤0.01% 1065

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tradition Wealth Management's IPG Position: Q1 2024 in Review

Tradition Wealth Management sold out of Interpublic Group of Companies (IPG) in Q1 2024, closing a stake of 836 shares — an estimated $27K sold.

Tradition Wealth Management first reported a position in IPG in Q2 2023 and held it in 3 quarters. The position peaked at $27K in Q4 2023. 731 funds tracked by Wall St. Rank hold IPG as of Q1 2024.

  • Tradition Wealth Management reported no remaining Interpublic Group of Companies position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 836 Interpublic Group of Companies shares in Q1 2024, an estimated $27K.
  • Tradition Wealth Management first reported a position in Interpublic Group of Companies in Q2 2023 and held it in 3 quarters.
  • Tradition Wealth Management's Interpublic Group of Companies position peaked at $27K in Q4 2023.
  • 731 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.