Valeo Financial Advisors’s Interpublic Group of Companies IPG Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-105	Closed	-$3K	–	1148
2021 Q1	$3K	Buy	+105	New	+$2.77K	﹤0.01%	1708
2020 Q3	–	Sell	-283	Closed	-$5K	–	1858
2020 Q2	$5K	Buy	283 +24	+9%	+$396	﹤0.01%	1525
2020 Q1	$4K	Hold	259	–	–	﹤0.01%	1352
2019 Q4	$6K	Hold	259	–	–	﹤0.01%	1238
2019 Q3	$6K	Hold	259	–	–	﹤0.01%	1159
2019 Q2	$6K	Hold	259	–	–	﹤0.01%	1154
2019 Q1	$5K	Buy	259 +15	+6%	+$334	﹤0.01%	1165
2018 Q4	$5K	Hold	244	–	–	﹤0.01%	1082
2018 Q3	$6K	Sell	244 -133	-35%	-$3.01K	﹤0.01%	1132
2018 Q2	$8K	Buy	377 +133	+55%	+$3.13K	﹤0.01%	1010
2018 Q1	$6K	Buy	244 +4	+2%	+$90	﹤0.01%	1075
2017 Q4	$5K	Sell	240 -41	-15%	-$817	﹤0.01%	1005
2017 Q3	$6K	Buy	+281	New	+$6.11K	﹤0.01%	829

Other funds holding IPG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valeo Financial Advisors's IPG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Interpublic Group of Companies (IPG) in Q2 2021, closing a stake of 105 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in IPG in Q3 2017 and held it in 13 quarters. The position peaked at $8K in Q2 2018. 621 funds tracked by Wall St. Rank hold IPG as of Q2 2021.

Valeo Financial Advisors reported no remaining Interpublic Group of Companies position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 105 Interpublic Group of Companies shares in Q2 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in Interpublic Group of Companies in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's Interpublic Group of Companies position peaked at $8K in Q2 2018.
621 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.