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Halpern Financial’s International Paper IP Stock Holding History

Halpern Financial’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
-15
Closed -$476 – 210
2022
Q3 		$476 Hold
15
– – ﹤0.01% 192
2022
Q2 		$627 Hold
15
– – ﹤0.01% 294
2022
Q1 		$692 Hold
15
– – ﹤0.01% 213
2021
Q4 		$705 Buy
+15
New +$740 ﹤0.01% 237
2021
Q2 		– Sell
-262
Closed -$13.4K – 251
2021
Q1 		$13.4K Hold
262
– – 0.01% 123
2020
Q4 		$12.3K Hold
262
– – 0.01% 110
2020
Q3 		$10.1K Hold
262
– – 0.01% 113
2020
Q2 		$8.74K Hold
262
– – 0.01% 107
2020
Q1 		$7.72K Hold
262
– – 0.01% 99
2019
Q4 		$11.4K Buy
+262
New +$11K 0.01% 109

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

Halpern Financial's IP Position: Q4 2022 in Review

Halpern Financial sold out of International Paper (IP) in Q4 2022, closing a stake of 15 shares — an estimated $476 sold.

Halpern Financial first reported a position in IP in Q4 2019 and held it in 10 quarters. The position peaked at $13.4K in Q1 2021. 811 funds tracked by Wall St. Rank hold IP as of Q4 2022.

  • Halpern Financial reported no remaining International Paper position as of Q4 2022 after selling out during the quarter.
  • Halpern Financial sold 15 International Paper shares in Q4 2022, an estimated $476.
  • Halpern Financial first reported a position in International Paper in Q4 2019 and held it in 10 quarters.
  • Halpern Financial's International Paper position peaked at $13.4K in Q1 2021.
  • 811 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on Halpern Financial's 13F filing for Q4 2022, filed 21 Sep 2023.