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High Net Worth Advisory Group’s International Paper IP Stock Holding History

High Net Worth Advisory Group’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 		– Sell
-100
Closed -$3K – 657
2022
Q3 		$3K Hold
100
– – ﹤0.01% 610
2022
Q2 		$4K Hold
100
– – ﹤0.01% 600
2022
Q1 		$5K Hold
100
– – ﹤0.01% 593
2021
Q4 		$5K Buy
+100
New +$4.93K ﹤0.01% 600

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

High Net Worth Advisory Group's IP Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of International Paper (IP) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

High Net Worth Advisory Group first reported a position in IP in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 811 funds tracked by Wall St. Rank hold IP as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining International Paper position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 100 International Paper shares in Q4 2022, an estimated $3K.
  • High Net Worth Advisory Group first reported a position in International Paper in Q4 2021 and held it in 4 quarters.
  • High Net Worth Advisory Group's International Paper position peaked at $5K in Q1 2022.
  • 811 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.