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First Trust Direct Indexing’s International Paper IP Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-9,280
Closed -$453K – 441
2024
Q3 		$453K Buy
9,280
+1,687
+22% +$78.6K 0.02% 575
2024
Q2 		$328K Buy
7,593
+630
+9% +$25.6K 0.02% 634
2024
Q1 		$272K Sell
6,963
-197
-3% -$7.15K 0.02% 638
2023
Q4 		$259K Buy
7,160
+645
+10% +$22.5K 0.02% 625
2023
Q3 		$231K Buy
+6,515
New +$221K 0.03% 602
2023
Q2 		– Sell
-7,451
Closed -$269K – 729
2023
Q1 		$269K Buy
+7,451
New +$276K 0.03% 571
2022
Q3 		– Sell
-5,453
Closed -$228K – 661
2022
Q2 		$228K Sell
5,453
-1,761
-24% -$81.7K 0.03% 549
2022
Q1 		$333K Sell
7,214
-35
-0.5% -$1.61K 0.04% 470
2021
Q4 		$341K Sell
7,249
-479
-6% -$23.6K 0.04% 463
2021
Q3 		$409K Sell
7,728
-10
-0.1% -$557 0.06% 395
2021
Q2 		$449K Buy
7,738
+1,924
+33% +$110K 0.07% 349
2021
Q1 		$298K Buy
5,814
+1,019
+21% +$49.6K 0.08% 313
2020
Q4 		$226K Buy
+4,795
New +$214K 0.06% 338

Other funds holding IP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Direct Indexing's IP Position: Q4 2024 in Review

First Trust Direct Indexing sold out of International Paper (IP) in Q4 2024, closing a stake of 9,280 shares — an estimated $453K sold.

First Trust Direct Indexing first reported a position in IP in Q4 2020 and held it in 13 quarters. The position peaked at $453K in Q3 2024. 949 funds tracked by Wall St. Rank hold IP as of Q4 2024.

  • First Trust Direct Indexing reported no remaining International Paper position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 9,280 International Paper shares in Q4 2024, an estimated $453K.
  • First Trust Direct Indexing first reported a position in International Paper in Q4 2020 and held it in 13 quarters.
  • First Trust Direct Indexing's International Paper position peaked at $453K in Q3 2024.
  • 949 funds tracked by Wall St. Rank held International Paper as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.