Delap Wealth Advisory’s International Paper IP Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-7,437	Closed	-$290K	–	209
2024 Q1	$290K	Buy	+7,437	New	+$270K	0.12%	156

Other funds holding IP

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Delap Wealth Advisory's IP Position: Q2 2024 in Review

Delap Wealth Advisory sold out of International Paper (IP) in Q2 2024, closing a stake of 7,437 shares — an estimated $290K sold.

Delap Wealth Advisory first reported a position in IP in Q1 2024 and held it in 1 quarter. The position peaked at $290K in Q1 2024. 858 funds tracked by Wall St. Rank hold IP as of Q2 2024.

Delap Wealth Advisory reported no remaining International Paper position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 7,437 International Paper shares in Q2 2024, an estimated $290K.
Delap Wealth Advisory first reported a position in International Paper in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's International Paper position peaked at $290K in Q1 2024.
858 funds tracked by Wall St. Rank held International Paper as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.