UWS
IPG

Unique Wealth Strategies’s Interpublic Group of Companies IPG Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-5
Closed -$163 – 434
2024
Q2 		$163 Buy
+5
New +$154 ﹤0.01% 655

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Unique Wealth Strategies's IPG Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Interpublic Group of Companies (IPG) in Q3 2024, closing a stake of 5 shares — an estimated $163 sold.

Unique Wealth Strategies first reported a position in IPG in Q2 2024 and held it in 1 quarter. The position peaked at $163 in Q2 2024. 718 funds tracked by Wall St. Rank hold IPG as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Interpublic Group of Companies position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 5 Interpublic Group of Companies shares in Q3 2024, an estimated $163.
  • Unique Wealth Strategies first reported a position in Interpublic Group of Companies in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Interpublic Group of Companies position peaked at $163 in Q2 2024.
  • 718 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.