WAM
IPG

Wealthspire Advisors (Maryland)’s Interpublic Group of Companies IPG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-4,466
Closed -$94K – 1231
2019
Q1 		$94K Buy
4,466
+414
+10% +$9.22K 0.01% 661
2018
Q4 		$84K Sell
4,052
-169
-4% -$3.86K 0.01% 662
2018
Q3 		$97K Sell
4,221
-85
-2% -$1.92K 0.01% 699
2018
Q2 		$101K Sell
4,306
-869
-17% -$20.4K 0.01% 703
2018
Q1 		$119K Sell
5,175
-1,777
-26% -$39.9K 0.01% 646
2017
Q4 		$140K Sell
6,952
-4,326
-38% -$86.3K 0.01% 596
2017
Q3 		$234K Buy
11,278
+871
+8% +$18.9K 0.03% 427
2017
Q2 		$256K Buy
10,407
+3,122
+43% +$76.3K 0.03% 379
2017
Q1 		$179K Buy
7,285
+3,973
+120% +$95.3K 0.03% 427
2016
Q4 		$78K Hold
3,312
– – 0.01% 656
2016
Q3 		$74K Sell
3,312
-112
-3% -$2.58K 0.01% 665
2016
Q2 		$79K Buy
3,424
+22
+0.6% +$517 0.01% 598
2016
Q1 		$78K Sell
3,402
-543
-14% -$11.7K 0.01% 586
2015
Q4 		$92K Buy
+3,945
New +$88.6K 0.02% 549

Other funds holding IPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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