Brewin Dolphin Wealth Management’s International Paper IP Stock Holding History

Brewin Dolphin 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
2021 Q4	–	Sell	-4,752	Closed	-$252K	–	328
2021 Q3	$252K	Hold	4,752	–	–	0.03%	122
2021 Q2	$276K	Hold	4,752	–	–	0.03%	114
2021 Q1	$243K	Hold	4,752	–	–	0.04%	105
2020 Q4	$224K	Buy	4,752 +1,584	+50%	+$70.8K	0.04%	103
2020 Q3	$122K	Hold	3,168	–	–	0.02%	120
2020 Q2	$106K	Hold	3,168	–	–	0.02%	126
2020 Q1	$93.4K	Hold	3,168	–	–	0.05%	89
2019 Q4	$138K	Hold	3,168	–	–	0.06%	88
2019 Q3	$125K	Hold	3,168	–	–	0.06%	88
2019 Q2	$130K	Hold	3,168	–	–	0.07%	88
2019 Q1	$139K	Hold	3,168	–	–	0.08%	85
2018 Q4	$121K	Hold	3,168	–	–	0.07%	86
2018 Q3	$147K	Buy	3,168 +2,112	+200%	+$105K	0.08%	84
2018 Q2	$52.1K	Buy	+1,056	New	+$54K	0.03%	104

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

MMA

Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return

Brewin Dolphin Wealth Management's IP Position: Q4 2021 in Review

Brewin Dolphin Wealth Management sold out of International Paper (IP) in Q4 2021, closing a stake of 4,752 shares — an estimated $252K sold.

Brewin Dolphin Wealth Management first reported a position in IP in Q2 2018 and held it in 14 quarters. The position peaked at $276K in Q2 2021. 908 funds tracked by Wall St. Rank hold IP as of Q4 2021.

Brewin Dolphin Wealth Management reported no remaining International Paper position as of Q4 2021 after selling out during the quarter.
Brewin Dolphin Wealth Management sold 4,752 International Paper shares in Q4 2021, an estimated $252K.
Brewin Dolphin Wealth Management first reported a position in International Paper in Q2 2018 and held it in 14 quarters.
Brewin Dolphin Wealth Management's International Paper position peaked at $276K in Q2 2021.
908 funds tracked by Wall St. Rank held International Paper as of Q4 2021.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2021, filed 14 Nov 2022.