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Baystate Wealth Management’s International Paper IP Stock Holding History

Baystate 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
2023
Q4 		$2.82K Buy
78
+1
+1% +$35 ﹤0.01% 1006
2023
Q3 		$2.73K Buy
77
+1
+1% +$34 ﹤0.01% 771
2023
Q2 		$2.42K Buy
76
+2
+3% +$66 ﹤0.01% 815
2023
Q1 		$2.7K Buy
74
+1
+1% +$37 ﹤0.01% 790
2022
Q4 		$3K Hold
73
– – ﹤0.01% 740
2022
Q3 		$2K Buy
73
+1
+1% +$41 ﹤0.01% 750
2022
Q2 		$3K Buy
72
+1
+1% +$46 ﹤0.01% 716
2022
Q1 		$3K Buy
71
+1
+1% +$46 ﹤0.01% 711
2021
Q4 		$3K Sell
70
-4
-5% -$197 ﹤0.01% 713
2021
Q3 		$4K Buy
74
+1
+1% +$56 ﹤0.01% 612
2021
Q2 		$4K Buy
73
+1
+1% +$57 ﹤0.01% 581
2021
Q1 		$4K Hold
72
– – ﹤0.01% 528
2020
Q4 		$3K Hold
72
– – ﹤0.01% 533
2020
Q3 		$3K Buy
72
+2
+3% +$71 ﹤0.01% 496
2020
Q2 		$2K Sell
70
-1,214
-95% -$38.7K ﹤0.01% 550
2020
Q1 		$38K Buy
1,284
+177
+16% +$6.57K 0.01% 215
2019
Q4 		$48K Buy
1,107
+13
+1% +$545 0.01% 232
2019
Q3 		$43K Buy
1,094
+13
+1% +$508 0.01% 217
2019
Q2 		$45K Buy
1,081
+12
+1% +$508 0.01% 226
2019
Q1 		$45K Buy
1,069
+12
+1% +$520 0.01% 223
2018
Q4 		$46K Buy
1,057
+12
+1% +$504 0.01% 210
2018
Q3 		$43K Buy
1,045
+8
+0.8% +$397 0.01% 220
2018
Q2 		$52K Buy
1,037
+8
+0.8% +$409 0.01% 188
2018
Q1 		$52K Hold
1,029
– – 0.01% 185
2017
Q4 		$61K Sell
1,029
-77
-7% -$4.13K 0.01% 180
2017
Q3 		$60K Buy
1,106
+353
+47% +$18.6K 0.01% 167
2017
Q2 		$41K Buy
753
+1
+0.1% +$51 0.01% 200
2017
Q1 		$36K Buy
752
+65
+9% +$3.26K 0.01% 203
2016
Q4 		$35K Buy
+687
New +$31.8K 0.01% 174
2013
Q3 		– Sell
-621
Closed -$26K – 122
2013
Q2 		$26K Buy
+621
New +$26.8K 0.01% 137

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
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's IP Position: Q4 2023 in Review

Baystate Wealth Management increased its International Paper (IP) stake by 1.3% in Q4 2023, buying an estimated $35 and bringing the position to 78 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Baystate Wealth Management first reported a position in IP in Q2 2013 and has held it in 30 quarters since. The position peaked at $61K in Q4 2017. 835 funds tracked by Wall St. Rank hold IP as of Q4 2023.

  • Baystate Wealth Management held 78 shares of International Paper worth $2.82K as of Q4 2023.
  • Baystate Wealth Management bought 1 International Paper share in Q4 2023, an estimated $35.
  • International Paper made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1006 holding.
  • Baystate Wealth Management first reported a position in International Paper in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's International Paper position peaked at $61K in Q4 2017.
  • 835 funds tracked by Wall St. Rank held International Paper as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.