BSW
IP icon

Buckingham Strategic Wealth’s International Paper IP Stock Holding History

Buckingham Strategic Wealth’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
2023
Q4 		– Sell
-9,872
Closed -$350K – 732
2023
Q3 		$350K Sell
9,872
-1,187
-11% -$40.4K 0.01% 504
2023
Q2 		$352K Buy
11,059
+884
+9% +$29K 0.01% 499
2023
Q1 		$352K Hold
10,175
– – 0.01% 457
2022
Q4 		$352K Sell
10,175
-1,862
-15% -$64.4K 0.01% 459
2022
Q3 		$382K Sell
12,037
-886
-7% -$36.2K 0.01% 417
2022
Q2 		$541K Buy
12,923
+492
+4% +$22.8K 0.01% 360
2022
Q1 		$574K Sell
12,431
-126
-1% -$5.8K 0.01% 342
2021
Q4 		$590K Sell
12,557
-1,056
-8% -$52.1K 0.01% 340
2021
Q3 		$721K Sell
13,613
-5,680
-29% -$316K 0.01% 293
2021
Q2 		$1.12M Buy
19,293
+243
+1% +$13.9K 0.03% 243
2021
Q1 		$975K Sell
19,050
-14,885
-44% -$724K 0.05% 234
2020
Q4 		$1.6M Buy
33,935
+21,069
+164% +$942K 0.08% 173
2020
Q3 		$494K Sell
12,866
-76
-0.6% -$2.68K 0.04% 258
2020
Q2 		$432K Sell
12,942
-26,792
-67% -$853K 0.04% 242
2020
Q1 		$1.17M Buy
39,734
+26,601
+203% +$987K 0.11% 142
2019
Q4 		$573K Buy
13,133
+316
+2% +$13.3K 0.06% 222
2019
Q3 		$508K Sell
12,817
-318
-2% -$12.4K 0.06% 228
2019
Q2 		$539K Buy
13,135
+3,274
+33% +$139K 0.06% 235
2019
Q1 		$432K Buy
9,861
+416
+4% +$18K 0.05% 248
2018
Q4 		$361K Buy
9,445
+57
+0.6% +$2.39K 0.06% 242
2018
Q3 		$437K Sell
9,388
-508
-5% -$25.2K 0.07% 209
2018
Q2 		$488K Buy
9,896
+90
+0.9% +$4.6K 0.08% 178
2018
Q1 		$496K Buy
+9,806
New +$545K 0.1% 167

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Buckingham Strategic Wealth's IP Position: Q4 2023 in Review

Buckingham Strategic Wealth sold out of International Paper (IP) in Q4 2023, closing a stake of 9,872 shares — an estimated $350K sold.

Buckingham Strategic Wealth first reported a position in IP in Q1 2018 and held it in 23 quarters. The position peaked at $1.6M in Q4 2020. 836 funds tracked by Wall St. Rank hold IP as of Q4 2023.

  • Buckingham Strategic Wealth reported no remaining International Paper position as of Q4 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 9,872 International Paper shares in Q4 2023, an estimated $350K.
  • Buckingham Strategic Wealth first reported a position in International Paper in Q1 2018 and held it in 23 quarters.
  • Buckingham Strategic Wealth's International Paper position peaked at $1.6M in Q4 2020.
  • 836 funds tracked by Wall St. Rank held International Paper as of Q4 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.