IBEX Wealth Advisors’s International Paper IP Stock Holding History

IBEX 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 Q4	–	Sell	-950	Closed	-$50K	–	305
2021 Q3	$50K	Buy	+950	New	+$52.9K	0.01%	273

Other funds holding IP

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

IBEX Wealth Advisors's IP Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of International Paper (IP) in Q4 2021, closing a stake of 950 shares — an estimated $50K sold.

IBEX Wealth Advisors first reported a position in IP in Q3 2021 and held it in 1 quarter. The position peaked at $50K in Q3 2021. 909 funds tracked by Wall St. Rank hold IP as of Q4 2021.

IBEX Wealth Advisors reported no remaining International Paper position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 950 International Paper shares in Q4 2021, an estimated $50K.
IBEX Wealth Advisors first reported a position in International Paper in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's International Paper position peaked at $50K in Q3 2021.
909 funds tracked by Wall St. Rank held International Paper as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.