Burt Wealth Advisors’s International Paper IP Stock Holding History

Burt Wealth 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
2020 Q4	–	Sell	-242	Closed	-$9K	–	402
2020 Q3	$9K	Hold	242	–	–	﹤0.01%	285
2020 Q2	$8K	Hold	242	–	–	﹤0.01%	275
2020 Q1	$7K	Hold	242	–	–	﹤0.01%	287
2019 Q4	$11K	Hold	242	–	–	﹤0.01%	266
2019 Q3	$10K	Hold	242	–	–	﹤0.01%	270
2019 Q2	$10K	Hold	242	–	–	﹤0.01%	270
2019 Q1	$11K	Hold	242	–	–	0.01%	268
2018 Q4	$9K	Hold	242	–	–	﹤0.01%	276
2018 Q3	$11K	Hold	242	–	–	0.01%	288
2018 Q2	$12K	Hold	242	–	–	0.01%	272
2018 Q1	$12K	Hold	242	–	–	0.01%	277
2017 Q4	$13K	Hold	242	–	–	0.01%	259
2017 Q3	$13K	Hold	242	–	–	0.01%	254
2017 Q2	$12K	Hold	242	–	–	0.01%	285
2017 Q1	$12K	Hold	242	–	–	0.01%	247
2016 Q4	$12K	Hold	242	–	–	0.01%	267
2016 Q3	$10K	Hold	242	–	–	0.01%	264
2016 Q2	$9K	Sell	242 -528	-69%	-$21K	0.01%	272
2016 Q1	$30K	Buy	770 +528	+218%	+$18.4K	0.03%	207
2015 Q4	$8K	Buy	+242	New	+$9.31K	0.01%	306

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Burt Wealth Advisors's IP Position: Q4 2020 in Review

Burt Wealth Advisors sold out of International Paper (IP) in Q4 2020, closing a stake of 242 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in IP in Q4 2015 and held it in 20 quarters. The position peaked at $30K in Q1 2016. 871 funds tracked by Wall St. Rank hold IP as of Q4 2020.

Burt Wealth Advisors reported no remaining International Paper position as of Q4 2020 after selling out during the quarter.
Burt Wealth Advisors sold 242 International Paper shares in Q4 2020, an estimated $9K.
Burt Wealth Advisors first reported a position in International Paper in Q4 2015 and held it in 20 quarters.
Burt Wealth Advisors's International Paper position peaked at $30K in Q1 2016.
871 funds tracked by Wall St. Rank held International Paper as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.