VIM
IPG

Vancity Investment Management’s Interpublic Group of Companies IPG Stock Holding History

Vancity Investment Management’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
2023
Q3 		– Sell
-211,714
Closed -$8.17M – 74
2023
Q2 		$8.17M Buy
+211,714
New +$7.99M 1.05% 38
2023
Q1 		– Sell
-237,431
Closed -$7.91M – 70
2022
Q4 		$7.91M Hold
237,431
– – 1.19% 37
2022
Q3 		$6.08M Sell
237,431
-22,986
-9% -$652K 0.97% 44
2022
Q2 		$7.17M Hold
260,417
– – 1.02% 40
2022
Q1 		$9.23M Sell
260,417
-9,908
-4% -$357K 1.09% 35
2021
Q4 		$10.1M Buy
270,325
+35,017
+15% +$1.27M 1.16% 34
2021
Q3 		$8.63M Sell
235,308
-881
-0.4% -$31.5K 1.1% 35
2021
Q2 		$7.67M Buy
236,189
+17,010
+8% +$544K 1.07% 39
2021
Q1 		$6.4M Hold
219,179
– – 1.18% 42
2020
Q4 		$5.16M Buy
+219,179
New +$4.6M 1.03% 47

Other funds holding IPG

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return