CD
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Chapin Davis’s International Paper IP Stock Holding History

Chapin Davis’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
2026
Q2 		$270K Sell
7,095
-209
-3% -$7.16K 0.05% 204
2026
Q1 		$261K Sell
7,304
-300
-4% -$12.5K 0.06% 216
2025
Q4 		$300K Buy
7,604
+5
+0.1% +$206 0.07% 193
2025
Q3 		$353K Buy
7,599
+204
+3% +$9.96K 0.09% 175
2025
Q2 		$346K Buy
7,395
+4
+0.1% +$189 0.1% 167
2025
Q1 		$394K Sell
7,391
-361
-5% -$19.7K 0.13% 142
2024
Q4 		$379K Hold
7,752
– – 0.12% 148
2024
Q3 		$379K Sell
7,752
-344
-4% -$16K 0.12% 149
2024
Q2 		$349K Buy
8,096
+12
+0.1% +$487 0.12% 155
2024
Q1 		$315K Buy
8,084
+13
+0.2% +$472 0.12% 166
2023
Q4 		$292K Buy
8,071
+12
+0.1% +$419 0.12% 156
2023
Q3 		$286K Sell
8,059
-110
-1% -$3.74K 0.14% 148
2023
Q2 		$260K Buy
8,169
+15
+0.2% +$491 0.12% 162
2023
Q1 		$294K Buy
+8,154
New +$302K 0.15% 149

Other funds holding IP

BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return