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Buckley Wealth Management’s International Paper IP Stock Holding History

Buckley 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
2023
Q1 		– Sell
-22,775
Closed -$789K – 107
2022
Q4 		$789K Buy
22,775
+2,155
+10% +$74.5K 0.29% 62
2022
Q3 		$654K Sell
20,620
-40
-0.2% -$1.64K 0.24% 72
2022
Q2 		$864K Buy
20,660
+570
+3% +$26.5K 0.28% 66
2022
Q1 		$927K Buy
+20,090
New +$925K 0.25% 75

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 $3.37T AUM 44.26% 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
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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Buckley Wealth Management's IP Position: Q1 2023 in Review

Buckley Wealth Management sold out of International Paper (IP) in Q1 2023, closing a stake of 22,775 shares — an estimated $789K sold.

Buckley Wealth Management first reported a position in IP in Q1 2022 and held it in 4 quarters. The position peaked at $927K in Q1 2022. 811 funds tracked by Wall St. Rank hold IP as of Q1 2023.

  • Buckley Wealth Management reported no remaining International Paper position as of Q1 2023 after selling out during the quarter.
  • Buckley Wealth Management sold 22,775 International Paper shares in Q1 2023, an estimated $789K.
  • Buckley Wealth Management first reported a position in International Paper in Q1 2022 and held it in 4 quarters.
  • Buckley Wealth Management's International Paper position peaked at $927K in Q1 2022.
  • 811 funds tracked by Wall St. Rank held International Paper as of Q1 2023.

Based on Buckley Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.