Western Pacific Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Western Pacific Wealth 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
2025 Q3	–	Sell	-9,736	Closed	-$238K	–	199
2025 Q2	$238K	Hold	9,736	–	–	0.23%	51
2025 Q1	$264K	Hold	9,736	–	–	0.24%	51
2024 Q4	$273K	Buy	9,736 +3,420	+54%	+$102K	0.22%	49
2024 Q3	$200K	Hold	6,316	–	–	0.13%	59
2024 Q2	$184K	Hold	6,316	–	–	0.14%	53
2024 Q1	$206K	Hold	6,316	–	–	0.15%	51
2023 Q4	$206K	Buy	6,316 +290	+5%	+$8.73K	0.15%	45
2023 Q3	$173K	Buy	6,026 +405	+7%	+$13.5K	0.14%	47
2023 Q2	$217K	Hold	5,621	–	–	0.16%	37
2023 Q1	$209K	Hold	5,621	–	–	0.16%	36
2022 Q4	$187K	Buy	5,621 +1,655	+42%	+$51.3K	0.16%	38
2022 Q3	$101K	Buy	+3,966	New	+$112K	0.1%	51

Other funds holding IPG

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

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return