UFF
IPG

USA Financial Formulas’s Interpublic Group of Companies IPG Stock Holding History

USA Financial Formulas’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
-101
Closed -$3.3K – 364
2023
Q4 		$3.3K Hold
101
– – ﹤0.01% 278
2023
Q3 		$2.9K Sell
101
-4,011
-98% -$134K ﹤0.01% 301
2023
Q2 		$159K Buy
+4,112
New +$155K 0.24% 78
2022
Q1 		– Sell
-16
Closed -$1K – 420
2021
Q4 		$1K Sell
16
-30,209
-100% -$1.1M ﹤0.01% 324
2021
Q3 		$1.11M Buy
30,225
+4,173
+16% +$149K 0.99% 31
2021
Q2 		$846K Buy
+26,052
New +$833K 0.71% 78

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

USA Financial Formulas's IPG Position: Q1 2024 in Review

USA Financial Formulas sold out of Interpublic Group of Companies (IPG) in Q1 2024, closing a stake of 101 shares — an estimated $3.3K sold.

USA Financial Formulas first reported a position in IPG in Q2 2021 and held it in 6 quarters. The position peaked at $1.11M in Q3 2021. 731 funds tracked by Wall St. Rank hold IPG as of Q1 2024.

  • USA Financial Formulas reported no remaining Interpublic Group of Companies position as of Q1 2024 after selling out during the quarter.
  • USA Financial Formulas sold 101 Interpublic Group of Companies shares in Q1 2024, an estimated $3.3K.
  • USA Financial Formulas first reported a position in Interpublic Group of Companies in Q2 2021 and held it in 6 quarters.
  • USA Financial Formulas's Interpublic Group of Companies position peaked at $1.11M in Q3 2021.
  • 731 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q1 2024.

Based on USA Financial Formulas's 13F filing for Q1 2024, filed 30 Apr 2024.