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Avantax Planning Partners’s International Paper IP Stock Holding History

Avantax Planning Partners’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
2025
Q4 		– Sell
-4,641
Closed -$215K – 452
2025
Q3 		$215K Sell
4,641
-49
-1% -$2.39K 0.01% 407
2025
Q2 		$220K Sell
4,690
-69
-1% -$3.26K 0.01% 416
2025
Q1 		$254K Hold
4,759
– – 0.01% 368
2024
Q4 		$256K Sell
4,759
-19
-0.4% -$1.02K 0.01% 365
2024
Q3 		$233K Sell
4,778
-4,201
-47% -$196K 0.01% 389
2024
Q2 		$387K Buy
8,979
+2,571
+40% +$104K 0.01% 324
2024
Q1 		$250K Sell
6,408
-22
-0.3% -$798 0.01% 396
2023
Q4 		$232K Sell
6,430
-67
-1% -$2.34K 0.01% 336
2023
Q3 		$230K Buy
+6,497
New +$221K 0.01% 326
2023
Q2 		– Sell
-5,903
Closed -$213K – 380
2023
Q1 		$213K Buy
+5,903
New +$219K 0.01% 348
2020
Q2 		– Sell
-46,278
Closed -$1.36M – 285
2020
Q1 		$1.36M Buy
46,278
+10,831
+31% +$402K 0.1% 85
2019
Q4 		$1.55M Sell
35,447
-1,253
-3% -$52.6K 0.09% 84
2019
Q3 		$1.45M Buy
36,700
+10,449
+40% +$408K 0.09% 88
2019
Q2 		$1.08M Buy
+26,251
New +$1.11M 0.07% 99
2018
Q4 		– Sell
-3,380
Closed -$157K – 730
2018
Q3 		$157K Buy
+3,380
New +$168K 0.01% 267
2018
Q2 		– Sell
-3,747
Closed -$189K – 827
2018
Q1 		$189K Buy
3,747
+22
+0.6% +$1.22K 0.02% 304
2017
Q4 		$204K Sell
3,725
-1,090
-23% -$58.5K 0.02% 292
2017
Q3 		$259K Buy
4,815
+780
+19% +$41K 0.02% 307
2017
Q2 		$216K Buy
+4,035
New +$204K 0.02% 318

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's IP Position: Q4 2025 in Review

Avantax Planning Partners sold out of International Paper (IP) in Q4 2025, closing a stake of 4,641 shares — an estimated $215K sold.

Avantax Planning Partners first reported a position in IP in Q2 2017 and held it in 19 quarters. The position peaked at $1.55M in Q4 2019. 853 funds tracked by Wall St. Rank hold IP as of Q4 2025.

  • Avantax Planning Partners reported no remaining International Paper position as of Q4 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 4,641 International Paper shares in Q4 2025, an estimated $215K.
  • Avantax Planning Partners first reported a position in International Paper in Q2 2017 and held it in 19 quarters.
  • Avantax Planning Partners's International Paper position peaked at $1.55M in Q4 2019.
  • 853 funds tracked by Wall St. Rank held International Paper as of Q4 2025.

Based on Avantax Planning Partners's 13F filing for Q4 2025, filed 5 Feb 2026.