Heritage Wealth Advisors’s International Paper IP Stock Holding History

Heritage Wealth Advisors’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 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

Other funds holding IP

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Heritage Wealth Advisors's IP Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of International Paper (IP) in Q3 2021, closing a stake of 333 shares — an estimated $19.3K sold.

Heritage Wealth Advisors first reported a position in IP in Q3 2018 and held it in 12 quarters. The position peaked at $19.3K in Q2 2021. 893 funds tracked by Wall St. Rank hold IP as of Q3 2021.

Heritage Wealth Advisors reported no remaining International Paper position as of Q3 2021 after selling out during the quarter.
Heritage Wealth Advisors sold 333 International Paper shares in Q3 2021, an estimated $19.3K.
Heritage Wealth Advisors first reported a position in International Paper in Q3 2018 and held it in 12 quarters.
Heritage Wealth Advisors's International Paper position peaked at $19.3K in Q2 2021.
893 funds tracked by Wall St. Rank held International Paper as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.