CreativeOne Wealth’s International Paper IP Stock Holding History

CreativeOne Wealth’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 Q1	–	Sell	-22,590	Closed	-$1.22M	–	1105
2024 Q4	$1.22M	Buy	22,590 +821	+4%	+$44K	0.04%	414
2024 Q3	$1.06M	Buy	21,769 +10,691	+97%	+$498K	0.04%	418
2024 Q2	$478K	Buy	11,078 +33	+0.3%	+$1.34K	0.02%	486
2024 Q1	$431K	Buy	+11,045	New	+$401K	0.02%	610
2022 Q3	–	Sell	-6,356	Closed	-$266K	–	735
2022 Q2	$266K	Sell	6,356 -2,010	-24%	-$93.3K	0.01%	596
2022 Q1	$386K	Buy	8,366 +2,599	+45%	+$120K	0.02%	505
2021 Q4	$271K	Buy	5,767 +792	+16%	+$39.1K	0.01%	616
2021 Q3	$263K	Buy	+4,975	New	+$277K	0.02%	591

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CreativeOne Wealth's IP Position: Q1 2025 in Review

CreativeOne Wealth sold out of International Paper (IP) in Q1 2025, closing a stake of 22,590 shares — an estimated $1.22M sold.

CreativeOne Wealth first reported a position in IP in Q3 2021 and held it in 8 quarters. The position peaked at $1.22M in Q4 2024. 943 funds tracked by Wall St. Rank hold IP as of Q1 2025.

CreativeOne Wealth reported no remaining International Paper position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 22,590 International Paper shares in Q1 2025, an estimated $1.22M.
CreativeOne Wealth first reported a position in International Paper in Q3 2021 and held it in 8 quarters.
CreativeOne Wealth's International Paper position peaked at $1.22M in Q4 2024.
943 funds tracked by Wall St. Rank held International Paper as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.