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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s International Paper IP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-94
Closed -$3.39K – 294
2023
Q1 		$3.39K Buy
+94
New +$3.48K ﹤0.01% 260

Other funds holding IP

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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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IP Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of International Paper (IP) in Q2 2023, closing a stake of 94 shares — an estimated $3.39K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IP in Q1 2023 and held it in 1 quarter. The position peaked at $3.39K in Q1 2023. 780 funds tracked by Wall St. Rank hold IP as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining International Paper position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 94 International Paper shares in Q2 2023, an estimated $3.39K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in International Paper in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s International Paper position peaked at $3.39K in Q1 2023.
  • 780 funds tracked by Wall St. Rank held International Paper as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.