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CWS Financial Advisors’s International Paper IP Stock Holding History

CWS Financial Advisors’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
Q2 		– Sell
-4,581
Closed -$244K – 140
2025
Q1 		$244K Buy
+4,581
New +$251K 0.08% 117

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CWS Financial Advisors's IP Position: Q2 2025 in Review

CWS Financial Advisors sold out of International Paper (IP) in Q2 2025, closing a stake of 4,581 shares — an estimated $244K sold.

CWS Financial Advisors first reported a position in IP in Q1 2025 and held it in 1 quarter. The position peaked at $244K in Q1 2025. 896 funds tracked by Wall St. Rank hold IP as of Q2 2025.

  • CWS Financial Advisors reported no remaining International Paper position as of Q2 2025 after selling out during the quarter.
  • CWS Financial Advisors sold 4,581 International Paper shares in Q2 2025, an estimated $244K.
  • CWS Financial Advisors first reported a position in International Paper in Q1 2025 and held it in 1 quarter.
  • CWS Financial Advisors's International Paper position peaked at $244K in Q1 2025.
  • 896 funds tracked by Wall St. Rank held International Paper as of Q2 2025.

Based on CWS Financial Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.