Financial Synergies Wealth Advisors’s International Paper IP Stock Holding History

Financial Synergies Wealth 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
2024 Q2	–	Sell	-784	Closed	-$30.6K	–	249
2024 Q1	$30.6K	Hold	784	–	–	﹤0.01%	159
2023 Q4	$27.1K	Hold	784	–	–	﹤0.01%	120
2023 Q3	$27.8K	Hold	784	–	–	﹤0.01%	150
2023 Q2	$24.9K	Hold	784	–	–	﹤0.01%	151
2023 Q1	$28.3K	Hold	784	–	–	﹤0.01%	147
2022 Q4	$27.1K	Hold	784	–	–	﹤0.01%	120
2022 Q3	$24.9K	Hold	784	–	–	﹤0.01%	120
2022 Q2	$32.8K	Buy	+784	New	+$36.4K	0.01%	118

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 $3.38T AUM 44.17% 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

Financial Synergies Wealth Advisors's IP Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of International Paper (IP) in Q2 2024, closing a stake of 784 shares — an estimated $30.6K sold.

Financial Synergies Wealth Advisors first reported a position in IP in Q2 2022 and held it in 8 quarters. The position peaked at $32.8K in Q2 2022. 858 funds tracked by Wall St. Rank hold IP as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining International Paper position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 784 International Paper shares in Q2 2024, an estimated $30.6K.
Financial Synergies Wealth Advisors first reported a position in International Paper in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's International Paper position peaked at $32.8K in Q2 2022.
858 funds tracked by Wall St. Rank held International Paper as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.