Harvest Group Wealth Management’s International Paper IP Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-434	Closed	-$20K	–	351
2020 Q4	$20K	Buy	434 +2	+0.5%	+$89	0.01%	170
2020 Q3	$17K	Buy	432 +2	+0.5%	+$71	0.01%	180
2020 Q2	$14K	Buy	430 +2	+0.5%	+$64	0.01%	188
2020 Q1	$12K	Buy	428 +3	+0.7%	+$111	0.01%	184
2019 Q4	$18K	Buy	425 +2	+0.5%	+$84	0.02%	167
2019 Q3	$17K	Buy	423 +2	+0.5%	+$78	0.02%	183
2019 Q2	$17K	Buy	421 +1	+0.2%	+$42	0.02%	169
2019 Q1	$18K	Buy	+420	New	+$18.2K	0.02%	171

Other funds holding IP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harvest Group Wealth Management's IP Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of International Paper (IP) in Q1 2021, closing a stake of 434 shares — an estimated $20K sold.

Harvest Group Wealth Management first reported a position in IP in Q1 2019 and held it in 8 quarters. The position peaked at $20K in Q4 2020. 900 funds tracked by Wall St. Rank hold IP as of Q1 2021.

Harvest Group Wealth Management reported no remaining International Paper position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 434 International Paper shares in Q1 2021, an estimated $20K.
Harvest Group Wealth Management first reported a position in International Paper in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's International Paper position peaked at $20K in Q4 2020.
900 funds tracked by Wall St. Rank held International Paper as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.