Accel Wealth Management’s International Paper IP Stock Holding History

Accel Wealth Management’s Portfolio IP Stock Details IP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,262	Closed	-$226K	–	515
2023 Q1	$226K	Sell	6,262 -1,194	-16%	-$44.2K	0.09%	201
2022 Q4	$258K	Sell	7,456 -644	-8%	-$22.3K	0.12%	134
2022 Q3	$269K	Sell	8,100 -1,825	-18%	-$74.6K	0.14%	132
2022 Q2	$416K	Sell	9,925 -2,437	-20%	-$113K	0.24%	88
2022 Q1	$572K	Sell	12,362 -199	-2%	-$9.16K	0.3%	74
2021 Q4	$590K	Sell	12,561 -718	-5%	-$35.4K	0.29%	71
2021 Q3	$703K	Buy	13,279 +41	+0.3%	+$2.28K	0.45%	54
2021 Q2	$769K	Buy	13,238 +73	+0.6%	+$4.17K	0.51%	46
2021 Q1	$674K	Buy	13,165 +82	+0.6%	+$3.99K	0.55%	43
2020 Q4	$616K	Buy	+13,083	New	+$585K	0.57%	39

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accel Wealth Management's IP Position: Q2 2023 in Review

Accel Wealth Management sold out of International Paper (IP) in Q2 2023, closing a stake of 6,262 shares — an estimated $226K sold.

Accel Wealth Management first reported a position in IP in Q4 2020 and held it in 10 quarters. The position peaked at $769K in Q2 2021. 780 funds tracked by Wall St. Rank hold IP as of Q2 2023.

Accel Wealth Management reported no remaining International Paper position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 6,262 International Paper shares in Q2 2023, an estimated $226K.
Accel Wealth Management first reported a position in International Paper in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's International Paper position peaked at $769K in Q2 2021.
780 funds tracked by Wall St. Rank held International Paper as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.