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Baker Tilly Wealth Management’s International Paper IP Stock Holding History

Baker Tilly 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
2021
Q3 		– Sell
-9,239
Closed -$536K – 515
2021
Q2 		$536K Buy
9,239
+1,476
+19% +$84.3K 0.09% 265
2021
Q1 		$397K Buy
+7,763
New +$378K 0.08% 292

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Baker Tilly Wealth Management's IP Position: Q3 2021 in Review

Baker Tilly Wealth Management sold out of International Paper (IP) in Q3 2021, closing a stake of 9,239 shares — an estimated $536K sold.

Baker Tilly Wealth Management first reported a position in IP in Q1 2021 and held it in 2 quarters. The position peaked at $536K in Q2 2021. 893 funds tracked by Wall St. Rank hold IP as of Q3 2021.

  • Baker Tilly Wealth Management reported no remaining International Paper position as of Q3 2021 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 9,239 International Paper shares in Q3 2021, an estimated $536K.
  • Baker Tilly Wealth Management first reported a position in International Paper in Q1 2021 and held it in 2 quarters.
  • Baker Tilly Wealth Management's International Paper position peaked at $536K in Q2 2021.
  • 893 funds tracked by Wall St. Rank held International Paper as of Q3 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.