VisionPoint Advisory Group’s Interpublic Group of Companies IPG Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-80	Closed	-$2.29K	–	807
2023 Q3	$2.29K	Sell	80 -11,087	-99%	-$370K	﹤0.01%	582
2023 Q2	$431K	Sell	11,167 -3,023	-21%	-$114K	0.18%	95
2023 Q1	$486K	Sell	14,190 -5,183	-27%	-$186K	0.21%	81
2022 Q4	$727K	Sell	19,373 -4,880	-20%	-$151K	0.3%	59
2022 Q3	$621K	Buy	24,253 +2,395	+11%	+$67.9K	0.3%	42
2022 Q2	$664K	Buy	+21,858	New	+$694K	0.26%	47

Other funds holding IPG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCIM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

VisionPoint Advisory Group's IPG Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Interpublic Group of Companies (IPG) in Q4 2023, closing a stake of 80 shares — an estimated $2.29K sold.

VisionPoint Advisory Group first reported a position in IPG in Q2 2022 and held it in 6 quarters. The position peaked at $727K in Q4 2022. 733 funds tracked by Wall St. Rank hold IPG as of Q4 2023.

VisionPoint Advisory Group reported no remaining Interpublic Group of Companies position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 80 Interpublic Group of Companies shares in Q4 2023, an estimated $2.29K.
VisionPoint Advisory Group first reported a position in Interpublic Group of Companies in Q2 2022 and held it in 6 quarters.
VisionPoint Advisory Group's Interpublic Group of Companies position peaked at $727K in Q4 2022.
733 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.