AWM
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Accurate Wealth Management’s International Paper IP Stock Holding History

Accurate 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
Q4 		– Sell
-16,628
Closed -$590K – 283
2023
Q3 		$590K Buy
16,628
+3,938
+31% +$134K 0.19% 119
2023
Q2 		$398K Buy
+12,690
New +$416K 0.12% 166
2023
Q1 		– Sell
-2,066
Closed -$77.7K – 813
2022
Q4 		$77.7K Buy
+2,066
New +$71.4K 0.03% 358

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Accurate Wealth Management's IP Position: Q4 2023 in Review

Accurate Wealth Management sold out of International Paper (IP) in Q4 2023, closing a stake of 16,628 shares — an estimated $590K sold.

Accurate Wealth Management first reported a position in IP in Q4 2022 and held it in 3 quarters. The position peaked at $590K in Q3 2023. 836 funds tracked by Wall St. Rank hold IP as of Q4 2023.

  • Accurate Wealth Management reported no remaining International Paper position as of Q4 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 16,628 International Paper shares in Q4 2023, an estimated $590K.
  • Accurate Wealth Management first reported a position in International Paper in Q4 2022 and held it in 3 quarters.
  • Accurate Wealth Management's International Paper position peaked at $590K in Q3 2023.
  • 836 funds tracked by Wall St. Rank held International Paper as of Q4 2023.

Based on Accurate Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.