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Fiduciary Alliance’s International Paper IP Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-33
Closed -$1.05K – 537
2023
Q2 		$1.05K Buy
+33
New +$1.08K ﹤0.01% 855
2023
Q1 		– Sell
-139
Closed -$4.81K – 479
2022
Q4 		$4.81K Buy
+139
New +$4.81K ﹤0.01% 540

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fiduciary Alliance's IP Position: Q3 2023 in Review

Fiduciary Alliance sold out of International Paper (IP) in Q3 2023, closing a stake of 33 shares — an estimated $1.05K sold.

Fiduciary Alliance first reported a position in IP in Q4 2022 and held it in 2 quarters. The position peaked at $4.81K in Q4 2022. 797 funds tracked by Wall St. Rank hold IP as of Q3 2023.

  • Fiduciary Alliance reported no remaining International Paper position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 33 International Paper shares in Q3 2023, an estimated $1.05K.
  • Fiduciary Alliance first reported a position in International Paper in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's International Paper position peaked at $4.81K in Q4 2022.
  • 797 funds tracked by Wall St. Rank held International Paper as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.