Icon Wealth Partners’s International Paper IP Stock Holding History

Icon Wealth Partners’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
2020 Q3	–	Sell	-11,834	Closed	-$395K	–	291
2020 Q2	$395K	Buy	+11,834	New	+$377K	0.1%	152
2019 Q2	–	Sell	-1,071	Closed	-$47K	–	461
2019 Q1	$47K	Buy	+1,071	New	+$46.4K	0.02%	368
2018 Q3	–	Sell	-1,583	Closed	-$78K	–	490
2018 Q2	$78K	Buy	+1,583	New	+$80.9K	0.03%	288
2018 Q1	–	Sell	-2,445	Closed	-$134K	–	489
2017 Q4	$134K	Buy	+2,445	New	+$131K	0.07%	225

Other funds holding IP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Icon Wealth Partners's IP Position: Q3 2020 in Review

Icon Wealth Partners sold out of International Paper (IP) in Q3 2020, closing a stake of 11,834 shares — an estimated $395K sold.

Icon Wealth Partners first reported a position in IP in Q4 2017 and held it in 4 quarters. The position peaked at $395K in Q2 2020. 771 funds tracked by Wall St. Rank hold IP as of Q3 2020.

Icon Wealth Partners reported no remaining International Paper position as of Q3 2020 after selling out during the quarter.
Icon Wealth Partners sold 11,834 International Paper shares in Q3 2020, an estimated $395K.
Icon Wealth Partners first reported a position in International Paper in Q4 2017 and held it in 4 quarters.
Icon Wealth Partners's International Paper position peaked at $395K in Q2 2020.
771 funds tracked by Wall St. Rank held International Paper as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.