BDO Wealth Advisors’s International Paper IP Stock Holding History

BDO 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
2023 Q2	$49.1K	Hold	1,545	–	–	0.01%	436
2023 Q1	$55.7K	Hold	1,545	–	–	0.01%	405
2022 Q4	$53.5K	Sell	1,545 -29	-2%	-$1K	0.01%	405
2022 Q3	$50K	Hold	1,574	–	–	0.01%	400
2022 Q2	$66K	Hold	1,574	–	–	0.01%	379
2022 Q1	$73K	Hold	1,574	–	–	0.01%	374
2021 Q4	$74K	Sell	1,574 -58	-4%	-$2.86K	0.01%	386
2021 Q3	$86K	Hold	1,632	–	–	0.01%	373
2021 Q2	$95K	Hold	1,632	–	–	0.01%	380
2021 Q1	$84K	Buy	+1,632	New	+$79.4K	0.01%	378
2020 Q3	–	Sell	-30	Closed	-$1K	–	913
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	658
2020 Q1	$1K	Buy	+30	New	+$1.11K	﹤0.01%	708
2019 Q4	–	Sell	-114	Closed	-$5K	–	611
2019 Q3	$5K	Buy	+114	New	+$4.46K	﹤0.01%	500
2018 Q3	–	Sell	-370	Closed	-$18K	–	641
2018 Q2	$18K	Hold	370	–	–	0.01%	392
2018 Q1	$19K	Buy	+370	New	+$20.6K	0.01%	333

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's IP Position: Q2 2023 in Review

BDO Wealth Advisors held its International Paper (IP) position steady in Q2 2023 at 1,545 shares worth $49.1K. The position accounts for 0.01% of the portfolio, ranked #436.

BDO Wealth Advisors first reported a position in IP in Q1 2018 and has held it in 15 quarters since. The position peaked at $95K in Q2 2021. 779 funds tracked by Wall St. Rank hold IP as of Q2 2023.

BDO Wealth Advisors held 1,545 shares of International Paper worth $49.1K as of Q2 2023.
BDO Wealth Advisors left its International Paper share count unchanged in Q2 2023.
International Paper made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #436 holding.
BDO Wealth Advisors first reported a position in International Paper in Q1 2018 and has held it in 15 quarters since.
BDO Wealth Advisors's International Paper position peaked at $95K in Q2 2021.
779 funds tracked by Wall St. Rank held International Paper as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.