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Berman Capital Advisors’s International Paper IP Stock Holding History

Berman Capital 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
2021
Q3 		$74K Buy
1,404
+182
+15% +$10.1K 0.01% 532
2021
Q2 		$70K Buy
1,222
+753
+161% +$43K 0.01% 472
2021
Q1 		$24K Buy
469
+88
+23% +$4.28K 0.01% 722
2020
Q4 		$17K Sell
381
-136
-26% -$6.08K ﹤0.01% 718
2020
Q3 		$19K Buy
517
+259
+100% +$9.14K 0.01% 601
2020
Q2 		$8K Sell
258
-863
-77% -$27.5K ﹤0.01% 838
2020
Q1 		$32K Sell
1,121
-15
-1% -$557 0.01% 378
2019
Q4 		$48K Buy
1,136
+866
+321% +$36.3K 0.01% 330
2019
Q3 		$10K Sell
270
-258
-49% -$10.1K ﹤0.01% 715
2019
Q2 		$21K Buy
528
+87
+20% +$3.68K 0.01% 500
2019
Q1 		$19K Buy
441
+41
+10% +$1.78K 0.01% 471
2018
Q4 		$14K Buy
+400
New +$16.8K 0.01% 449

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Berman Capital Advisors's IP Position: Q3 2021 in Review

Berman Capital Advisors increased its International Paper (IP) stake by 15% in Q3 2021, buying an estimated $10.1K and bringing the position to 1,404 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #532.

Berman Capital Advisors first reported a position in IP in Q4 2018 and has held it in 12 quarters since. 893 funds tracked by Wall St. Rank hold IP as of Q3 2021.

  • Berman Capital Advisors held 1,404 shares of International Paper worth $74K as of Q3 2021.
  • Berman Capital Advisors bought 182 International Paper shares in Q3 2021, an estimated $10.1K.
  • International Paper made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #532 holding.
  • Berman Capital Advisors first reported a position in International Paper in Q4 2018 and has held it in 12 quarters since.
  • 893 funds tracked by Wall St. Rank held International Paper as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.