VFA
IPG

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 – 1150
2021
Q1 		$3K Buy
+105
New +$2.77K ﹤0.01% 1708
2020
Q3 		– Sell
-283
Closed -$5K – 1868
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return