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Curi Wealth Management’s International Paper IP Stock Holding History

Curi 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
2022
Q3 		– Sell
-75
Closed -$3K – 433
2022
Q2 		$3K Buy
75
+1
+1% +$46 ﹤0.01% 493
2022
Q1 		$3K Buy
74
+1
+1% +$46 ﹤0.01% 441
2021
Q4 		$3K Buy
+73
New +$3.6K ﹤0.01% 397
2021
Q1 		– Sell
-75
Closed -$3K – 279
2020
Q4 		$3K Buy
+75
New +$3.35K ﹤0.01% 321

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Curi Wealth Management's IP Position: Q3 2022 in Review

Curi Wealth Management sold out of International Paper (IP) in Q3 2022, closing a stake of 75 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in IP in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 805 funds tracked by Wall St. Rank hold IP as of Q3 2022.

  • Curi Wealth Management reported no remaining International Paper position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 75 International Paper shares in Q3 2022, an estimated $3K.
  • Curi Wealth Management first reported a position in International Paper in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's International Paper position peaked at $3K in Q2 2022.
  • 805 funds tracked by Wall St. Rank held International Paper as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.