HA
IP icon

Herold Advisors’s International Paper IP Stock Holding History

Herold 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
2022
Q2 		– Sell
-400
Closed -$18.5K – 408
2022
Q1 		$18.5K Buy
+400
New +$18.4K 0.01% 521
2021
Q4 		– Sell
-422
Closed -$22K – 396
2021
Q3 		$22K Buy
+422
New +$23.5K 0.01% 503

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Herold Advisors's IP Position: Q2 2022 in Review

Herold Advisors sold out of International Paper (IP) in Q2 2022, closing a stake of 400 shares — an estimated $18.5K sold.

Herold Advisors first reported a position in IP in Q3 2021 and held it in 2 quarters. The position peaked at $22K in Q3 2021. 862 funds tracked by Wall St. Rank hold IP as of Q2 2022.

  • Herold Advisors reported no remaining International Paper position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 400 International Paper shares in Q2 2022, an estimated $18.5K.
  • Herold Advisors first reported a position in International Paper in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's International Paper position peaked at $22K in Q3 2021.
  • 862 funds tracked by Wall St. Rank held International Paper as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.