AWM
IP icon

Alterna Wealth Management’s International Paper IP Stock Holding History

Alterna 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
2019
Q1 		– Sell
-4,935
Closed -$265K – 216
2018
Q4 		$265K Buy
+4,935
New +$207K 0.04% 276

Other funds holding IP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alterna Wealth Management's IP Position: Q1 2019 in Review

Alterna Wealth Management sold out of International Paper (IP) in Q1 2019, closing a stake of 4,935 shares — an estimated $265K sold.

Alterna Wealth Management first reported a position in IP in Q4 2018 and held it in 1 quarter. The position peaked at $265K in Q4 2018. 886 funds tracked by Wall St. Rank hold IP as of Q1 2019.

  • Alterna Wealth Management reported no remaining International Paper position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 4,935 International Paper shares in Q1 2019, an estimated $265K.
  • Alterna Wealth Management first reported a position in International Paper in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's International Paper position peaked at $265K in Q4 2018.
  • 886 funds tracked by Wall St. Rank held International Paper as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.