TPWA
IPG

Twin Peaks Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History

Twin Peaks Wealth Advisors’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
Q3 		– Sell
-67
Closed -$1.69K – 1128
2025
Q2 		$1.69K Buy
+67
New +$1.63K ﹤0.01% 1668

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Twin Peaks Wealth Advisors's IPG Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q3 2025, closing a stake of 67 shares — an estimated $1.69K sold.

Twin Peaks Wealth Advisors first reported a position in IPG in Q2 2025 and held it in 1 quarter. The position peaked at $1.69K in Q2 2025. 640 funds tracked by Wall St. Rank hold IPG as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 67 Interpublic Group of Companies shares in Q3 2025, an estimated $1.69K.
  • Twin Peaks Wealth Advisors first reported a position in Interpublic Group of Companies in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Interpublic Group of Companies position peaked at $1.69K in Q2 2025.
  • 640 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.