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Arete Wealth Advisors’s International Paper IP Stock Holding History

Arete Wealth Advisors’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
Q1 		– Sell
-4,428
Closed -$207K – 530
2021
Q4 		$207K Sell
4,428
-65
-1% -$3.21K 0.02% 473
2021
Q3 		$238K Buy
+4,493
New +$250K 0.03% 370
2019
Q2 		– Sell
-5,677
Closed -$249K – 408
2019
Q1 		$249K Sell
5,677
-496
-8% -$21.5K 0.05% 317
2018
Q4 		$236K Buy
6,173
+1,381
+29% +$58K 0.06% 307
2018
Q3 		$223K Buy
+4,792
New +$238K 0.05% 322

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Arete Wealth Advisors's IP Position: Q1 2022 in Review

Arete Wealth Advisors sold out of International Paper (IP) in Q1 2022, closing a stake of 4,428 shares — an estimated $207K sold.

Arete Wealth Advisors first reported a position in IP in Q3 2018 and held it in 5 quarters. The position peaked at $249K in Q1 2019. 876 funds tracked by Wall St. Rank hold IP as of Q1 2022.

  • Arete Wealth Advisors reported no remaining International Paper position as of Q1 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,428 International Paper shares in Q1 2022, an estimated $207K.
  • Arete Wealth Advisors first reported a position in International Paper in Q3 2018 and held it in 5 quarters.
  • Arete Wealth Advisors's International Paper position peaked at $249K in Q1 2019.
  • 876 funds tracked by Wall St. Rank held International Paper as of Q1 2022.

Based on Arete Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.