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Confluence Wealth Services’s International Paper IP Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-4,298
Closed -$201K – 680
2021
Q4 		$201K Buy
+4,298
New +$212K 0.06% 226

Other funds holding IP

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Confluence Wealth Services's IP Position: Q1 2022 in Review

Confluence Wealth Services sold out of International Paper (IP) in Q1 2022, closing a stake of 4,298 shares — an estimated $201K sold.

Confluence Wealth Services first reported a position in IP in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 876 funds tracked by Wall St. Rank hold IP as of Q1 2022.

  • Confluence Wealth Services reported no remaining International Paper position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 4,298 International Paper shares in Q1 2022, an estimated $201K.
  • Confluence Wealth Services first reported a position in International Paper in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's International Paper position peaked at $201K in Q4 2021.
  • 876 funds tracked by Wall St. Rank held International Paper as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.