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CWP
Concord Wealth Partners’s
International Paper
IP
Stock Holding History
Concord Wealth Partners’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
Q1
–
Sell
-100
Closed
-$3.94K
–
486
2025
Q4
$3.94K
Hold
100
–
–
﹤0.01%
648
2025
Q3
$4.64K
Hold
100
–
–
﹤0.01%
635
2025
Q2
$4.68K
Hold
100
–
–
﹤0.01%
642
2025
Q1
$5.33K
Hold
100
–
–
﹤0.01%
575
2024
Q4
$5.38K
Hold
100
–
–
﹤0.01%
596
2024
Q3
$4.88K
Hold
100
–
–
﹤0.01%
635
2024
Q2
$4.32K
Hold
100
–
–
﹤0.01%
585
2024
Q1
$3.9K
Sell
100
-318
-76%
-$11.5K
﹤0.01%
686
2023
Q4
$15.1K
Sell
418
-1
-0.2%
-$35
﹤0.01%
516
2023
Q3
$14.8K
Hold
419
–
–
﹤0.01%
559
2023
Q2
$13.3K
Hold
419
–
–
﹤0.01%
564
2023
Q1
$15.1K
Sell
419
-1,490
-78%
-$55.2K
﹤0.01%
535
2022
Q4
$66.1K
Buy
+1,909
New
+$66K
0.02%
323
2022
Q3
–
Sell
-1,230
Closed
-$51K
–
628
2022
Q2
$51K
Buy
1,230
+339
+38%
+$15.7K
0.01%
375
2022
Q1
$41K
Buy
891
+170
+24%
+$7.83K
0.01%
475
2021
Q4
$34K
Buy
721
+600
+496%
+$29.6K
0.01%
524
2021
Q3
$6K
Sell
121
-305
-72%
-$17K
﹤0.01%
553
2021
Q2
$25K
Hold
426
–
–
0.01%
463
2021
Q1
$22K
Buy
426
+320
+302%
+$15.6K
0.01%
464
2020
Q4
$5K
Buy
+106
New
+$4.74K
﹤0.01%
417
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1-Year Est. Return
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$427B AUM
29.17%
1-Year Est. Return
VCM
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$4.04T AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
VPM
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Malvern, Pennsylvania
$1.91T AUM
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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