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Fortis Advisors’s International Paper IP Stock Holding History

Fortis 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
2022
Q4 		– Sell
-2,243
Closed -$71K – 269
2022
Q3 		$71K Hold
2,243
– – 0.05% 145
2022
Q2 		$94K Hold
2,243
– – 0.06% 133
2022
Q1 		$104K Buy
2,243
+653
+41% +$30.1K 0.06% 157
2021
Q4 		$75K Sell
1,590
-89
-5% -$4.39K 0.04% 153
2021
Q3 		$89K Hold
1,679
– – 0.05% 147
2021
Q2 		$97K Hold
1,679
– – 0.06% 147
2021
Q1 		$86K Hold
1,679
– – 0.06% 119
2020
Q4 		$79K Hold
1,679
– – 0.07% 93
2020
Q3 		$64K Sell
1,679
-105
-6% -$3.71K 0.06% 92
2020
Q2 		$59K Sell
1,784
-4,673
-72% -$149K 0.06% 105
2020
Q1 		$190K Buy
+6,457
New +$240K 0.13% 80

Other funds holding IP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fortis Advisors's IP Position: Q4 2022 in Review

Fortis Advisors sold out of International Paper (IP) in Q4 2022, closing a stake of 2,243 shares — an estimated $71K sold.

Fortis Advisors first reported a position in IP in Q1 2020 and held it in 11 quarters. The position peaked at $190K in Q1 2020. 810 funds tracked by Wall St. Rank hold IP as of Q4 2022.

  • Fortis Advisors reported no remaining International Paper position as of Q4 2022 after selling out during the quarter.
  • Fortis Advisors sold 2,243 International Paper shares in Q4 2022, an estimated $71K.
  • Fortis Advisors first reported a position in International Paper in Q1 2020 and held it in 11 quarters.
  • Fortis Advisors's International Paper position peaked at $190K in Q1 2020.
  • 810 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on Fortis Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.