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Allen Wealth Management’s International Paper IP Stock Holding History

Allen 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
2024
Q3 		– Sell
-5,050
Closed -$218K – 62
2024
Q2 		$218K Sell
5,050
-1,000
-17% -$40.6K 0.19% 57
2024
Q1 		$236K Sell
6,050
-1,300
-18% -$47.2K 0.21% 56
2023
Q4 		$266K Buy
+7,350
New +$257K 0.26% 46

Other funds holding IP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allen Wealth Management's IP Position: Q3 2024 in Review

Allen Wealth Management sold out of International Paper (IP) in Q3 2024, closing a stake of 5,050 shares — an estimated $218K sold.

Allen Wealth Management first reported a position in IP in Q4 2023 and held it in 3 quarters. The position peaked at $266K in Q4 2023. 873 funds tracked by Wall St. Rank hold IP as of Q3 2024.

  • Allen Wealth Management reported no remaining International Paper position as of Q3 2024 after selling out during the quarter.
  • Allen Wealth Management sold 5,050 International Paper shares in Q3 2024, an estimated $218K.
  • Allen Wealth Management first reported a position in International Paper in Q4 2023 and held it in 3 quarters.
  • Allen Wealth Management's International Paper position peaked at $266K in Q4 2023.
  • 873 funds tracked by Wall St. Rank held International Paper as of Q3 2024.

Based on Allen Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.