YWP
IPG

YorkBridge Wealth Partners’s Interpublic Group of Companies IPG Stock Holding History

YorkBridge Wealth 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
2019
Q3 		– Sell
-100
Closed -$2K – 405
2019
Q2 		$2K Hold
100
– – ﹤0.01% 705
2019
Q1 		$2K Hold
100
– – ﹤0.01% 703
2018
Q4 		$2K Sell
100
-600
-86% -$13.7K ﹤0.01% 685
2018
Q3 		$16K Sell
700
-260
-27% -$5.88K 0.01% 561
2018
Q2 		$23K Hold
960
– – 0.01% 501
2018
Q1 		$22K Hold
960
– – 0.01% 497
2017
Q4 		$20K Buy
960
+860
+860% +$17.1K 0.01% 516
2017
Q3 		$2K Hold
100
– – ﹤0.01% 785
2017
Q2 		$3K Hold
100
– – ﹤0.01% 740
2017
Q1 		$2K Hold
100
– – ﹤0.01% 765
2016
Q4 		$2K Buy
+100
New +$2.31K ﹤0.01% 755

Other funds holding IPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return