WWP
IPG

WR Wealth Planners’s Interpublic Group of Companies IPG Stock Holding History

WR Wealth Planners’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
2024
Q4 		$13K Buy
464
+90
+24% +$2.69K ﹤0.01% 555
2024
Q3 		$11.8K Buy
374
+264
+240% +$8.1K ﹤0.01% 599
2024
Q2 		$3.2K Sell
110
-44
-29% -$1.36K ﹤0.01% 790
2024
Q1 		$5.03K Buy
+154
New +$4.99K ﹤0.01% 716
2023
Q4 		– Sell
-47
Closed -$1.35K – 514
2023
Q3 		$1.35K Hold
47
– – ﹤0.01% 816
2023
Q2 		$1.81K Hold
47
– – ﹤0.01% 783
2023
Q1 		$1.75K Buy
+47
New +$1.69K ﹤0.01% 785

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

WR Wealth Planners's IPG Position: Q4 2024 in Review

WR Wealth Planners increased its Interpublic Group of Companies (IPG) stake by 24% in Q4 2024, buying an estimated $2.69K and bringing the position to 464 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

WR Wealth Planners first reported a position in IPG in Q1 2023 and has held it in 7 quarters since. 740 funds tracked by Wall St. Rank hold IPG as of Q4 2024.

  • WR Wealth Planners held 464 shares of Interpublic Group of Companies worth $13K as of Q4 2024.
  • WR Wealth Planners bought 90 Interpublic Group of Companies shares in Q4 2024, an estimated $2.69K.
  • Interpublic Group of Companies made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #555 holding.
  • WR Wealth Planners first reported a position in Interpublic Group of Companies in Q1 2023 and has held it in 7 quarters since.
  • 740 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.