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Fortis Capital Advisors’s International Paper IP Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-195
Closed -$7.03K – 361
2023
Q1 		$7.03K Buy
195
+105
+117% +$3.89K ﹤0.01% 484
2022
Q4 		$3.12K Buy
+90
New +$3.11K ﹤0.01% 555

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $6.07B AUM 11.2% 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

Fortis Capital Advisors's IP Position: Q2 2023 in Review

Fortis Capital Advisors sold out of International Paper (IP) in Q2 2023, closing a stake of 195 shares — an estimated $7.03K sold.

Fortis Capital Advisors first reported a position in IP in Q4 2022 and held it in 2 quarters. The position peaked at $7.03K in Q1 2023. 779 funds tracked by Wall St. Rank hold IP as of Q2 2023.

  • Fortis Capital Advisors reported no remaining International Paper position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 195 International Paper shares in Q2 2023, an estimated $7.03K.
  • Fortis Capital Advisors first reported a position in International Paper in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's International Paper position peaked at $7.03K in Q1 2023.
  • 779 funds tracked by Wall St. Rank held International Paper as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.