United Capital Financial Advisors’s Interpublic Group of Companies IPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,291
| Closed | -$231K | – | 1083 |
|
|
2024
Q3 | $231K | Sell |
7,291
-1,511
| -17% | -$46.4K | ﹤0.01% | 959 |
|
|
2024
Q2 | $256K | Buy |
8,802
+144
| +2% | +$4.44K | ﹤0.01% | 903 |
|
|
2024
Q1 | $283K | Sell |
8,658
-3,703
| -30% | -$120K | ﹤0.01% | 899 |
|
|
2023
Q4 | $403K | Sell |
12,361
-3,485
| -22% | -$105K | ﹤0.01% | 781 |
|
|
2023
Q3 | $454K | Sell |
15,846
-1,339
| -8% | -$44.7K | ﹤0.01% | 653 |
|
|
2023
Q2 | $663K | Buy |
17,185
+150
| +0.9% | +$5.66K | ﹤0.01% | 637 |
|
|
2023
Q1 | $634K | Sell |
17,035
-1,840
| -10% | -$66.1K | ﹤0.01% | 678 |
|
|
2022
Q4 | $629K | Sell |
18,875
-59
| -0.3% | -$1.83K | ﹤0.01% | 723 |
|
|
2022
Q3 | $485K | Sell |
18,934
-2,849
| -13% | -$80.8K | ﹤0.01% | 769 |
|
|
2022
Q2 | $600K | Sell |
21,783
-1,409
| -6% | -$44.7K | ﹤0.01% | 756 |
|
|
2022
Q1 | $822K | Sell |
23,192
-6,152
| -21% | -$222K | ﹤0.01% | 714 |
|
|
2021
Q4 | $1.1M | Sell |
29,344
-3,577
| -11% | -$130K | 0.01% | 657 |
|
|
2021
Q3 | $1.21M | Sell |
32,921
-12,657
| -28% | -$453K | 0.01% | 623 |
|
|
2021
Q2 | $1.48M | Sell |
45,578
-1,896
| -4% | -$60.6K | 0.01% | 600 |
|
|
2021
Q1 | $1.39M | Sell |
47,474
-7,002
| -13% | -$185K | 0.01% | 584 |
|
|
2020
Q4 | $1.28M | Sell |
54,476
-6,094
| -10% | -$128K | 0.01% | 613 |
|
|
2020
Q3 | $1.01M | Buy |
60,570
+5,165
| +9% | +$92.2K | 0.01% | 659 |
|
|
2020
Q2 | $951K | Buy |
55,405
+8,785
| +19% | +$145K | 0.01% | 677 |
|
|
2020
Q1 | $755K | Buy |
46,620
+2,492
| +6% | +$52.6K | 0.01% | 696 |
|
|
2019
Q4 | $1.02M | Buy |
44,128
+5,461
| +14% | +$120K | 0.01% | 772 |
|
|
2019
Q3 | $834K | Sell |
38,667
-4,389
| -10% | -$94.8K | 0.01% | 798 |
|
|
2019
Q2 | $973K | Buy |
43,056
+3,731
| +9% | +$82.9K | 0.01% | 822 |
|
|
2019
Q1 | $826K | Buy |
+39,325
| New | +$876K | 0.01% | 829 |
|
|
2018
Q2 | – | Sell |
-79,632
| Closed | -$1.83M | – | 1336 |
|
|
2018
Q1 | $1.83M | Sell |
79,632
-2,358
| -3% | -$52.9K | 0.01% | 613 |
|
|
2017
Q4 | $1.67M | Buy |
+81,990
| New | +$1.63M | 0.01% | 644 |
|
|
2017
Q3 | – | Sell |
-8,209
| Closed | -$202K | – | 1330 |
|
|
2017
Q2 | $202K | Buy |
+8,209
| New | +$201K | ﹤0.01% | 1205 |
|
|
2016
Q3 | – | Sell |
-9,774
| Closed | -$225K | – | 1288 |
|
|
2016
Q2 | $225K | Sell |
9,774
-54
| -0.5% | -$1.27K | ﹤0.01% | 1140 |
|
|
2016
Q1 | $226K | Sell |
9,828
-345
| -3% | -$7.46K | ﹤0.01% | 1088 |
|
|
2015
Q4 | $237K | Buy |
+10,173
| New | +$229K | ﹤0.01% | 1084 |
|
Other funds holding IPG
BGC
United Capital Financial Advisors's IPG Position: Q4 2024 in Review
United Capital Financial Advisors sold out of Interpublic Group of Companies (IPG) in Q4 2024, closing a stake of 7,291 shares — an estimated $231K sold.
United Capital Financial Advisors first reported a position in IPG in Q4 2015 and held it in 29 quarters. The position peaked at $1.83M in Q1 2018. 741 funds tracked by Wall St. Rank hold IPG as of Q4 2024.
- United Capital Financial Advisors reported no remaining Interpublic Group of Companies position as of Q4 2024 after selling out during the quarter.
- United Capital Financial Advisors sold 7,291 Interpublic Group of Companies shares in Q4 2024, an estimated $231K.
- United Capital Financial Advisors first reported a position in Interpublic Group of Companies in Q4 2015 and held it in 29 quarters.
- United Capital Financial Advisors's Interpublic Group of Companies position peaked at $1.83M in Q1 2018.
- 741 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2024.
Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.