BFA
IP icon

Beacon Financial Advisory’s International Paper IP Stock Holding History

Beacon Financial Advisory’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
2020
Q3 		– Sell
-7,008
Closed -$233K – 180
2020
Q2 		$233K Hold
7,008
– – 0.25% 120
2020
Q1 		$206K Hold
7,008
– – 0.26% 124
2019
Q4 		$305K Buy
+7,008
New +$294K 0.26% 112

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 $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Financial Advisory's IP Position: Q3 2020 in Review

Beacon Financial Advisory sold out of International Paper (IP) in Q3 2020, closing a stake of 7,008 shares — an estimated $233K sold.

Beacon Financial Advisory first reported a position in IP in Q4 2019 and held it in 3 quarters. The position peaked at $305K in Q4 2019. 771 funds tracked by Wall St. Rank hold IP as of Q3 2020.

  • Beacon Financial Advisory reported no remaining International Paper position as of Q3 2020 after selling out during the quarter.
  • Beacon Financial Advisory sold 7,008 International Paper shares in Q3 2020, an estimated $233K.
  • Beacon Financial Advisory first reported a position in International Paper in Q4 2019 and held it in 3 quarters.
  • Beacon Financial Advisory's International Paper position peaked at $305K in Q4 2019.
  • 771 funds tracked by Wall St. Rank held International Paper as of Q3 2020.

Based on Beacon Financial Advisory's 13F filing for Q3 2020, filed 8 Oct 2020.