ACG Wealth’s International Paper IP Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-1,591	Closed	-$67K	–	602
2022 Q2	$67K	Buy	+1,591	New	+$73.8K	0.01%	396
2015 Q3	–	Sell	-16,700	Closed	-$770K	–	222
2015 Q2	$770K	Buy	+16,700	New	+$828K	0.19%	102

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

ACG Wealth's IP Position: Q3 2022 in Review

ACG Wealth sold out of International Paper (IP) in Q3 2022, closing a stake of 1,591 shares — an estimated $67K sold.

ACG Wealth first reported a position in IP in Q2 2015 and held it in 2 quarters. The position peaked at $770K in Q2 2015. 805 funds tracked by Wall St. Rank hold IP as of Q3 2022.

ACG Wealth reported no remaining International Paper position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 1,591 International Paper shares in Q3 2022, an estimated $67K.
ACG Wealth first reported a position in International Paper in Q2 2015 and held it in 2 quarters.
ACG Wealth's International Paper position peaked at $770K in Q2 2015.
805 funds tracked by Wall St. Rank held International Paper as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.