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Compass Wealth Management’s International Paper IP Stock Holding History

Compass 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
2025
Q2 		– Sell
-550
Closed -$29.3K – 270
2025
Q1 		$29.3K Hold
550
– – 0.01% 301
2024
Q4 		$29.6K Hold
550
– – 0.01% 297
2024
Q3 		$26.9K Hold
550
– – 0.01% 306
2024
Q2 		$23.7K Hold
550
– – 0.01% 315
2024
Q1 		$21.5K Hold
550
– – 0.01% 318
2023
Q4 		$19.9K Hold
550
– – 0.01% 315
2023
Q3 		$19.5K Hold
550
– – 0.01% 316
2023
Q2 		$17.5K Hold
550
– – 0.01% 335
2023
Q1 		$19.8K Hold
550
– – 0.01% 323
2022
Q4 		$19K Buy
+550
New +$19K 0.01% 326

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Compass Wealth Management's IP Position: Q2 2025 in Review

Compass Wealth Management sold out of International Paper (IP) in Q2 2025, closing a stake of 550 shares — an estimated $29.3K sold.

Compass Wealth Management first reported a position in IP in Q4 2022 and held it in 10 quarters. The position peaked at $29.6K in Q4 2024. 896 funds tracked by Wall St. Rank hold IP as of Q2 2025.

  • Compass Wealth Management reported no remaining International Paper position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 550 International Paper shares in Q2 2025, an estimated $29.3K.
  • Compass Wealth Management first reported a position in International Paper in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's International Paper position peaked at $29.6K in Q4 2024.
  • 896 funds tracked by Wall St. Rank held International Paper as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.