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Bourgeon Capital Management’s International Paper IP Stock Holding History

Bourgeon Capital 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
2021
Q3 		– Sell
-1,056
Closed -$61K – 289
2021
Q2 		$61K Hold
1,056
– – 0.01% 153
2021
Q1 		$54K Buy
+1,056
New +$51.4K 0.01% 160

Other funds holding IP

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bourgeon Capital Management's IP Position: Q3 2021 in Review

Bourgeon Capital Management sold out of International Paper (IP) in Q3 2021, closing a stake of 1,056 shares — an estimated $61K sold.

Bourgeon Capital Management first reported a position in IP in Q1 2021 and held it in 2 quarters. The position peaked at $61K in Q2 2021. 893 funds tracked by Wall St. Rank hold IP as of Q3 2021.

  • Bourgeon Capital Management reported no remaining International Paper position as of Q3 2021 after selling out during the quarter.
  • Bourgeon Capital Management sold 1,056 International Paper shares in Q3 2021, an estimated $61K.
  • Bourgeon Capital Management first reported a position in International Paper in Q1 2021 and held it in 2 quarters.
  • Bourgeon Capital Management's International Paper position peaked at $61K in Q2 2021.
  • 893 funds tracked by Wall St. Rank held International Paper as of Q3 2021.

Based on Bourgeon Capital Management's 13F filing for Q3 2021, filed 9 Nov 2021.