Edge Wealth Management’s International Paper IP Stock Holding History

Edge 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 Q1	–	Sell	-440	Closed	-$21K	–	263
2021 Q4	$21K	Sell	440 -25	-5%	-$1.23K	﹤0.01%	252
2021 Q3	$25K	Hold	465	–	–	﹤0.01%	241
2021 Q2	$27K	Hold	465	–	–	0.01%	241
2021 Q1	$24K	Hold	465	–	–	0.01%	249
2020 Q4	$22K	Hold	465	–	–	0.01%	238
2020 Q3	$18K	Hold	465	–	–	﹤0.01%	271
2020 Q2	$15K	Hold	465	–	–	﹤0.01%	409
2020 Q1	$13K	Hold	465	–	–	﹤0.01%	371
2019 Q4	$20K	Hold	465	–	–	﹤0.01%	335
2019 Q3	$18K	Hold	465	–	–	﹤0.01%	340
2019 Q2	$19K	Hold	465	–	–	﹤0.01%	346
2019 Q1	$20K	Hold	465	–	–	﹤0.01%	333
2018 Q4	$18K	Hold	465	–	–	0.01%	335
2018 Q3	$22K	Hold	465	–	–	0.01%	355
2018 Q2	$23K	Hold	465	–	–	0.01%	338
2018 Q1	$24K	Hold	465	–	–	0.01%	295
2017 Q4	$25K	Hold	465	–	–	0.01%	291
2017 Q3	$25K	Hold	465	–	–	0.01%	287
2017 Q2	$25K	Hold	465	–	–	0.01%	282
2017 Q1	$22K	Hold	465	–	–	0.01%	282
2016 Q4	$23K	Hold	465	–	–	0.01%	260
2016 Q3	$21K	Hold	465	–	–	0.01%	268
2016 Q2	$19K	Buy	+465	New	+$18.5K	0.01%	256

Other funds holding IP

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Edge Wealth Management's IP Position: Q1 2022 in Review

Edge Wealth Management sold out of International Paper (IP) in Q1 2022, closing a stake of 440 shares — an estimated $21K sold.

Edge Wealth Management first reported a position in IP in Q2 2016 and held it in 23 quarters. The position peaked at $27K in Q2 2021. 876 funds tracked by Wall St. Rank hold IP as of Q1 2022.

Edge Wealth Management reported no remaining International Paper position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 440 International Paper shares in Q1 2022, an estimated $21K.
Edge Wealth Management first reported a position in International Paper in Q2 2016 and held it in 23 quarters.
Edge Wealth Management's International Paper position peaked at $27K in Q2 2021.
876 funds tracked by Wall St. Rank held International Paper as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.