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Global Wealth Strategies & Associates’s International Paper IP Stock Holding History

Global Wealth Strategies & Associates’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
Q3 		– Sell
-366
Closed -$11.6K – 357
2023
Q2 		$11.6K Hold
366
– – 0.01% 154
2023
Q1 		$13.2K Hold
366
– – 0.01% 140
2022
Q4 		$12.7K Buy
+366
New +$12.7K 0.01% 135

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global Wealth Strategies & Associates's IP Position: Q3 2023 in Review

Global Wealth Strategies & Associates sold out of International Paper (IP) in Q3 2023, closing a stake of 366 shares — an estimated $11.6K sold.

Global Wealth Strategies & Associates first reported a position in IP in Q4 2022 and held it in 3 quarters. The position peaked at $13.2K in Q1 2023. 797 funds tracked by Wall St. Rank hold IP as of Q3 2023.

  • Global Wealth Strategies & Associates reported no remaining International Paper position as of Q3 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 366 International Paper shares in Q3 2023, an estimated $11.6K.
  • Global Wealth Strategies & Associates first reported a position in International Paper in Q4 2022 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's International Paper position peaked at $13.2K in Q1 2023.
  • 797 funds tracked by Wall St. Rank held International Paper as of Q3 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2023, filed 20 Oct 2023.