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Heritage Wealth Management (Arizona)’s International Paper IP Stock Holding History

Heritage Wealth Management (Arizona)’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 		$21.3K Buy
614
+307
+100% +$10.6K ﹤0.01% 650
2022
Q3 		$10K Buy
307
+31
+11% +$1.27K ﹤0.01% 648
2022
Q2 		$11.5K Hold
276
– – ﹤0.01% 642
2022
Q1 		$13K Buy
+276
New +$12.7K ﹤0.01% 674
2021
Q3 		$15K Hold
291
– – 0.01% 599
2021
Q2 		$17K Sell
291
-30
-9% -$1.71K 0.01% 585
2021
Q1 		$16K Buy
+321
New +$15.6K 0.01% 518

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its International Paper (IP) stake by 100% in Q4 2022, buying an estimated $10.6K and bringing the position to 614 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Heritage Wealth Management (Arizona) first reported a position in IP in Q1 2021 and has held it in 7 quarters since. 810 funds tracked by Wall St. Rank hold IP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 614 shares of International Paper worth $21.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 307 International Paper shares in Q4 2022, an estimated $10.6K.
  • International Paper made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #650 holding.
  • Heritage Wealth Management (Arizona) first reported a position in International Paper in Q1 2021 and has held it in 7 quarters since.
  • 810 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.