Wealthcare Advisory Partners’s Interpublic Group of Companies IPG Stock Holding History

Wealthcare Advisory Partners’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	-1,530	Closed	-$45K	–	1191
2021 Q1	$45K	Buy	+1,530	New	+$40.4K	﹤0.01%	910
2020 Q2	–	Sell	-1,530	Closed	-$25K	–	848
2020 Q1	$25K	Sell	1,530 -450	-23%	-$9.51K	﹤0.01%	675
2019 Q4	$46K	Hold	1,980	–	–	0.01%	570
2019 Q3	$43K	Hold	1,980	–	–	0.01%	568
2019 Q2	$45K	Hold	1,980	–	–	0.01%	533
2019 Q1	$42K	Hold	1,980	–	–	0.01%	506
2018 Q4	$41K	Sell	1,980 -760	-28%	-$17.4K	0.01%	471
2018 Q3	$63K	Hold	2,740	–	–	0.01%	422
2018 Q2	$64K	Hold	2,740	–	–	0.01%	419
2018 Q1	$63K	Buy	+2,740	New	+$61.5K	0.01%	359

Other funds holding IPG

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return