First National Bank of South Miami’s International Paper IP Stock Holding History

First National Bank of South Miami’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 Q2	$151K	Sell	4,737 -602	-11%	-$19.7K	0.12%	141
2023 Q1	$193K	Sell	5,339 -599	-10%	-$22.2K	0.15%	126
2022 Q4	$206K	Hold	5,938	–	–	0.15%	119
2022 Q3	$188K	Sell	5,938 -489	-8%	-$20K	0.15%	123
2022 Q2	$269K	Buy	6,427 +1,465	+30%	+$68K	0.18%	105
2022 Q1	$229K	Buy	4,962 +1,962	+65%	+$90.3K	0.14%	124
2021 Q4	$141K	Buy	3,000 +631	+27%	+$31.1K	0.09%	161
2021 Q3	$125K	Buy	2,369 +213	+10%	+$11.9K	0.08%	156
2021 Q2	$125K	Buy	2,156 +1,247	+137%	+$71.2K	0.09%	153
2021 Q1	$47K	Buy	909 +760	+510%	+$37K	0.04%	194
2020 Q4	$7K	Buy	+149	New	+$6.66K	0.01%	255
2020 Q3	–	Sell	-61	Closed	-$2K	–	282
2020 Q2	$2K	Hold	61	–	–	﹤0.01%	270
2020 Q1	$2K	Hold	61	–	–	﹤0.01%	258
2019 Q4	$3K	Buy	+61	New	+$2.56K	﹤0.01%	255

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First National Bank of South Miami's IP Position: Q2 2023 in Review

First National Bank of South Miami reduced its International Paper (IP) stake by 11% in Q2 2023, selling an estimated $19.7K and leaving 4,737 shares worth $151K. The position accounts for 0.12% of the portfolio, ranked #141.

First National Bank of South Miami first reported a position in IP in Q4 2019 and has held it in 14 quarters since. The position peaked at $269K in Q2 2022. 780 funds tracked by Wall St. Rank hold IP as of Q2 2023.

First National Bank of South Miami held 4,737 shares of International Paper worth $151K as of Q2 2023.
First National Bank of South Miami sold 602 International Paper shares in Q2 2023, an estimated $19.7K.
International Paper made up 0.12% of First National Bank of South Miami's portfolio in Q2 2023, its #141 holding.
First National Bank of South Miami first reported a position in International Paper in Q4 2019 and has held it in 14 quarters since.
First National Bank of South Miami's International Paper position peaked at $269K in Q2 2022.
780 funds tracked by Wall St. Rank held International Paper as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.