BerganKDV Wealth Management’s International Paper IP Stock Holding History

BerganKDV 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
2022 Q4	–	Sell	-426	Closed	-$14K	–	1074
2022 Q3	$14K	Sell	426 -2,400	-85%	-$98.1K	﹤0.01%	527
2022 Q2	$118K	Buy	2,826 +2,400	+563%	+$111K	0.01%	285
2022 Q1	$20K	Hold	426	–	–	﹤0.01%	514
2021 Q4	$20K	Sell	426 -24	-5%	-$1.18K	﹤0.01%	544
2021 Q3	$24K	Sell	450 -105	-19%	-$5.84K	﹤0.01%	500
2021 Q2	$32K	Buy	555 +105	+23%	+$5.99K	﹤0.01%	450
2021 Q1	$23K	Hold	450	–	–	﹤0.01%	466
2020 Q4	$21K	Hold	450	–	–	﹤0.01%	465
2020 Q3	$17K	Hold	450	–	–	﹤0.01%	447
2020 Q2	$15K	Sell	450 -714	-61%	-$22.7K	﹤0.01%	486
2020 Q1	$34K	Sell	1,164 -422	-27%	-$15.7K	0.01%	368
2019 Q4	$69K	Buy	1,586 +624	+65%	+$26.2K	0.01%	315
2019 Q3	$38K	Hold	962	–	–	0.01%	359
2019 Q2	$39K	Sell	962 -871	-48%	-$36.9K	0.01%	351
2019 Q1	$80K	Hold	1,833	–	–	0.02%	300
2018 Q4	$70K	Hold	1,833	–	–	0.02%	269
2018 Q3	$85K	Hold	1,833	–	–	0.02%	267
2018 Q2	$90K	Buy	+1,833	New	+$93.6K	0.02%	259

Other funds holding IP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BerganKDV Wealth Management's IP Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of International Paper (IP) in Q4 2022, closing a stake of 426 shares — an estimated $14K sold.

BerganKDV Wealth Management first reported a position in IP in Q2 2018 and held it in 18 quarters. The position peaked at $118K in Q2 2022. 810 funds tracked by Wall St. Rank hold IP as of Q4 2022.

BerganKDV Wealth Management reported no remaining International Paper position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 426 International Paper shares in Q4 2022, an estimated $14K.
BerganKDV Wealth Management first reported a position in International Paper in Q2 2018 and held it in 18 quarters.
BerganKDV Wealth Management's International Paper position peaked at $118K in Q2 2022.
810 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.