TW
IPG

Transform Wealth’s Interpublic Group of Companies IPG Stock Holding History

Transform Wealth’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 		$336K Sell
12,375
-4,237
-26% -$116K 0.02% 202
2024
Q4 		$465K Sell
16,612
-504
-3% -$15K 0.03% 192
2024
Q3 		$541K Sell
17,116
-30,532
-64% -$937K 0.04% 145
2024
Q2 		$1.39M Sell
47,648
-1,348
-3% -$41.5K 0.1% 111
2024
Q1 		$1.6M Sell
48,996
-3,508
-7% -$114K 0.15% 104
2023
Q4 		$1.71M Sell
52,504
-2,573
-5% -$77.5K 0.17% 111
2023
Q3 		$1.58M Sell
55,077
-33,560
-38% -$1.12M 0.17% 109
2023
Q2 		$3.42M Sell
88,637
-2,273
-3% -$85.7K 0.31% 95
2023
Q1 		$3.39M Buy
90,910
+658
+0.7% +$23.6K 0.32% 89
2022
Q4 		$3.01M Sell
90,252
-3,546
-4% -$110K 0.34% 80
2022
Q3 		$2.4M Buy
93,798
+3,953
+4% +$112K 0.31% 74
2022
Q2 		$2.47M Buy
89,845
+829
+0.9% +$26.3K 0.37% 70
2022
Q1 		$3.16M Sell
89,016
-3,652
-4% -$132K 0.35% 78
2021
Q4 		$3.47M Sell
92,668
-7,465
-7% -$271K 0.36% 73
2021
Q3 		$3.67M Sell
100,133
-6,373
-6% -$228K 0.42% 72
2021
Q2 		$3.46M Buy
106,506
+60,538
+132% +$1.94M 0.42% 75
2021
Q1 		$1.34M Sell
45,968
-32,456
-41% -$857K 0.27% 85
2020
Q4 		$1.84M Sell
78,424
-72,614
-48% -$1.52M 0.39% 77
2020
Q3 		$2.52M Buy
151,038
+44,662
+42% +$797K 0.41% 74
2020
Q2 		$1.82M Buy
+106,376
New +$1.75M 0.31% 78

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

Transform Wealth's IPG Position: Q1 2025 in Review

Transform Wealth reduced its Interpublic Group of Companies (IPG) stake by 26% in Q1 2025, selling an estimated $116K and leaving 12,375 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #202.

Transform Wealth first reported a position in IPG in Q2 2020 and has held it in 20 quarters since. The position peaked at $3.67M in Q3 2021. 705 funds tracked by Wall St. Rank hold IPG as of Q1 2025.

  • Transform Wealth held 12,375 shares of Interpublic Group of Companies worth $336K as of Q1 2025.
  • Transform Wealth sold 4,237 Interpublic Group of Companies shares in Q1 2025, an estimated $116K.
  • Interpublic Group of Companies made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #202 holding.
  • Transform Wealth first reported a position in Interpublic Group of Companies in Q2 2020 and has held it in 20 quarters since.
  • Transform Wealth's Interpublic Group of Companies position peaked at $3.67M in Q3 2021.
  • 705 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.