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Altus Wealth Group’s International Paper IP Stock Holding History

Altus Wealth Group’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
Q4 		– Sell
-5,738
Closed -$321K – 149
2022
Q3 		$321K Hold
5,738
– – 0.32% 76
2022
Q2 		$321K Sell
5,738
-251
-4% -$11.6K 0.32% 76
2022
Q1 		$276K Buy
5,989
+98
+2% +$4.51K 0.23% 86
2021
Q4 		$277K Sell
5,891
-168
-3% -$8.29K 0.23% 93
2021
Q3 		$321K Buy
6,059
+646
+12% +$36K 0.32% 76
2021
Q2 		$314K Sell
5,413
-3
-0.1% -$171 0.31% 76
2021
Q1 		$310K Buy
5,416
+5,384
+16,825% +$262K 0.31% 75
2020
Q4 		$1K Buy
+32
New +$1.43K ﹤0.01% 796

Other funds holding IP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altus Wealth Group's IP Position: Q4 2022 in Review

Altus Wealth Group sold out of International Paper (IP) in Q4 2022, closing a stake of 5,738 shares — an estimated $321K sold.

Altus Wealth Group first reported a position in IP in Q4 2020 and held it in 8 quarters. The position peaked at $321K in Q3 2022. 811 funds tracked by Wall St. Rank hold IP as of Q4 2022.

  • Altus Wealth Group reported no remaining International Paper position as of Q4 2022 after selling out during the quarter.
  • Altus Wealth Group sold 5,738 International Paper shares in Q4 2022, an estimated $321K.
  • Altus Wealth Group first reported a position in International Paper in Q4 2020 and held it in 8 quarters.
  • Altus Wealth Group's International Paper position peaked at $321K in Q3 2022.
  • 811 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on Altus Wealth Group's 13F filing for Q4 2022, filed 18 Jan 2023.