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 – 1205
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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IPG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Interpublic Group of Companies (IPG) in Q2 2019, closing a stake of 4,466 shares — an estimated $94K sold.

Wealthspire Advisors (Maryland) first reported a position in IPG in Q4 2015 and held it in 14 quarters. The position peaked at $256K in Q2 2017. 514 funds tracked by Wall St. Rank hold IPG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Interpublic Group of Companies position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,466 Interpublic Group of Companies shares in Q2 2019, an estimated $94K.
  • Wealthspire Advisors (Maryland) first reported a position in Interpublic Group of Companies in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Interpublic Group of Companies position peaked at $256K in Q2 2017.
  • 514 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.