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Intercontinental Wealth Advisors’s International Paper IP Stock Holding History

Intercontinental 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
2020
Q1 		– Sell
-268
Closed -$11K – 228
2019
Q4 		$11K Sell
268
-163
-38% -$6.84K 0.01% 270
2019
Q3 		$17K Buy
+431
New +$16.8K 0.01% 293
2019
Q2 		– Sell
-5,613
Closed -$246K – 416
2019
Q1 		$246K Sell
5,613
-26
-0.5% -$1.13K 0.12% 115
2018
Q4 		$216K Sell
5,639
-361
-6% -$15.2K 0.12% 114
2018
Q3 		$279K Sell
6,000
-11
-0.2% -$545 0.14% 106
2018
Q2 		$296K Sell
6,011
-256
-4% -$13.1K 0.16% 96
2018
Q1 		$317K Sell
6,267
-59
-0.9% -$3.28K 0.18% 84
2017
Q4 		$347K Buy
6,326
+91
+1% +$4.88K 0.19% 77
2017
Q3 		$335K Sell
6,235
-20
-0.3% -$1.05K 0.2% 77
2017
Q2 		$335K Sell
6,255
-2,479
-28% -$125K 0.22% 75
2017
Q1 		$420K Sell
8,734
-127
-1% -$6.36K 0.25% 76
2016
Q4 		$445K Sell
8,861
-212
-2% -$9.8K 0.29% 70
2016
Q3 		$412K Sell
9,073
-88
-1% -$3.88K 0.29% 72
2016
Q2 		$368K Sell
9,161
-29
-0.3% -$1.15K 0.27% 79
2016
Q1 		$357K Buy
9,190
+145
+2% +$5.05K 0.27% 82
2015
Q4 		$323K Buy
+9,045
New +$348K 0.22% 94

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Intercontinental Wealth Advisors's IP Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of International Paper (IP) in Q1 2020, closing a stake of 268 shares — an estimated $11K sold.

Intercontinental Wealth Advisors first reported a position in IP in Q4 2015 and held it in 16 quarters. The position peaked at $445K in Q4 2016. 773 funds tracked by Wall St. Rank hold IP as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining International Paper position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 268 International Paper shares in Q1 2020, an estimated $11K.
  • Intercontinental Wealth Advisors first reported a position in International Paper in Q4 2015 and held it in 16 quarters.
  • Intercontinental Wealth Advisors's International Paper position peaked at $445K in Q4 2016.
  • 773 funds tracked by Wall St. Rank held International Paper as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.