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HWA
Heritage Wealth Advisors’s
International Paper
IP
Stock Holding History
Heritage Wealth Advisors’s Portfolio
IP Stock Details
IP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-333
Closed
-$19.3K
–
556
2021
Q2
$19.3K
Hold
333
–
–
﹤0.01%
419
2021
Q1
$17K
Hold
333
–
–
﹤0.01%
436
2020
Q4
$16K
Hold
333
–
–
﹤0.01%
428
2020
Q3
$12.8K
Hold
333
–
–
﹤0.01%
386
2020
Q2
$11.1K
Hold
333
–
–
﹤0.01%
375
2020
Q1
$9.81K
Hold
333
–
–
﹤0.01%
374
2019
Q4
$14.5K
Sell
333
-105
-24%
-$4.41K
﹤0.01%
400
2019
Q3
$17K
Buy
438
+105
+32%
+$4.1K
﹤0.01%
360
2019
Q2
$13.6K
Hold
333
–
–
﹤0.01%
370
2019
Q1
$14.6K
Hold
333
–
–
﹤0.01%
330
2018
Q4
$12K
Hold
333
–
–
﹤0.01%
297
2018
Q3
$15K
Buy
+333
New
+$16.5K
﹤0.01%
281
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1-Year Est. Return
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1-Year Est. Return
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$761B AUM
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1-Year Est. Return
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1-Year Est. Return
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$528B AUM
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1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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