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Cooper Financial Group’s International Paper IP Stock Holding History

Cooper Financial Group’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
2024
Q3 		– Sell
-6,161
Closed -$266K – 393
2024
Q2 		$266K Sell
6,161
-4,073
-40% -$165K 0.04% 319
2024
Q1 		$399K Sell
10,234
-829
-7% -$30.1K 0.07% 250
2023
Q4 		$400K Buy
11,063
+242
+2% +$8.46K 0.07% 239
2023
Q3 		$384K Buy
10,821
+439
+4% +$14.9K 0.09% 229
2023
Q2 		$330K Buy
10,382
+772
+8% +$25.3K 0.08% 243
2023
Q1 		$347K Buy
9,610
+1,349
+16% +$50K 0.09% 217
2022
Q4 		$286K Buy
8,261
+664
+9% +$23K 0.09% 230
2022
Q3 		$241K Buy
7,597
+1,045
+16% +$42.7K 0.09% 218
2022
Q2 		$274K Buy
6,552
+516
+9% +$23.9K 0.1% 195
2022
Q1 		$279K Buy
+6,036
New +$278K 0.11% 186
2021
Q4 		– Sell
-4,847
Closed -$257K – 255
2021
Q3 		$257K Buy
4,847
+115
+2% +$6.4K 0.05% 207
2021
Q2 		$275K Buy
4,732
+387
+9% +$22.1K 0.06% 197
2021
Q1 		$223K Sell
4,345
-243
-5% -$11.8K 0.05% 221
2020
Q4 		$216K Buy
+4,588
New +$205K 0.04% 271

Other funds holding IP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Cooper Financial Group's IP Position: Q3 2024 in Review

Cooper Financial Group sold out of International Paper (IP) in Q3 2024, closing a stake of 6,161 shares — an estimated $266K sold.

Cooper Financial Group first reported a position in IP in Q4 2020 and held it in 14 quarters. The position peaked at $400K in Q4 2023. 873 funds tracked by Wall St. Rank hold IP as of Q3 2024.

  • Cooper Financial Group reported no remaining International Paper position as of Q3 2024 after selling out during the quarter.
  • Cooper Financial Group sold 6,161 International Paper shares in Q3 2024, an estimated $266K.
  • Cooper Financial Group first reported a position in International Paper in Q4 2020 and held it in 14 quarters.
  • Cooper Financial Group's International Paper position peaked at $400K in Q4 2023.
  • 873 funds tracked by Wall St. Rank held International Paper as of Q3 2024.

Based on Cooper Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.