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Foresight Wealth Management’s International Paper IP Stock Holding History

Foresight Wealth Management’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
2022
Q4 		– Sell
-16,832
Closed -$534K – 50
2022
Q3 		$534K Buy
16,832
+1,421
+9% +$58.1K 0.12% 66
2022
Q2 		$645K Buy
15,411
+1,341
+10% +$62.2K 0.13% 64
2022
Q1 		$649K Buy
14,070
+3,658
+35% +$168K 0.12% 63
2021
Q4 		$489K Buy
10,412
+173
+2% +$8.53K 0.01% 79
2021
Q3 		$542K Sell
10,239
-542
-5% -$30.2K 0.11% 66
2021
Q2 		$626K Buy
10,781
+1,398
+15% +$79.8K 0.14% 67
2021
Q1 		$480K Buy
9,383
+2,938
+46% +$143K 0.12% 75
2020
Q4 		$303K Buy
+6,445
New +$288K 0.08% 94

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foresight Wealth Management's IP Position: Q4 2022 in Review

Foresight Wealth Management sold out of International Paper (IP) in Q4 2022, closing a stake of 16,832 shares — an estimated $534K sold.

Foresight Wealth Management first reported a position in IP in Q4 2020 and held it in 8 quarters. The position peaked at $649K in Q1 2022. 811 funds tracked by Wall St. Rank hold IP as of Q4 2022.

  • Foresight Wealth Management reported no remaining International Paper position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 16,832 International Paper shares in Q4 2022, an estimated $534K.
  • Foresight Wealth Management first reported a position in International Paper in Q4 2020 and held it in 8 quarters.
  • Foresight Wealth Management's International Paper position peaked at $649K in Q1 2022.
  • 811 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.