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HeadInvest LLC’s International Paper IP Stock Holding History

HeadInvest LLC’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
Q4 		– Sell
-2,387
Closed -$84.7K – 446
2023
Q3 		$84.7K Buy
+2,387
New +$81.2K 0.02% 300
2021
Q3 		– Sell
-3,495
Closed -$202K – 228
2021
Q2 		$202K Buy
+3,495
New +$200K 0.04% 221

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 $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
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

HeadInvest LLC's IP Position: Q4 2023 in Review

HeadInvest LLC sold out of International Paper (IP) in Q4 2023, closing a stake of 2,387 shares — an estimated $84.7K sold.

HeadInvest LLC first reported a position in IP in Q2 2021 and held it in 2 quarters. The position peaked at $202K in Q2 2021. 836 funds tracked by Wall St. Rank hold IP as of Q4 2023.

  • HeadInvest LLC reported no remaining International Paper position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 2,387 International Paper shares in Q4 2023, an estimated $84.7K.
  • HeadInvest LLC first reported a position in International Paper in Q2 2021 and held it in 2 quarters.
  • HeadInvest LLC's International Paper position peaked at $202K in Q2 2021.
  • 836 funds tracked by Wall St. Rank held International Paper as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.