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JGP Wealth Management’s International Paper IP Stock Holding History

JGP Wealth Management’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
Q1 		– Sell
-17,947
Closed -$874K – 163
2021
Q4 		$874K Sell
17,947
-907
-5% -$44.7K 0.16% 83
2021
Q3 		$998K Buy
18,854
+22
+0.1% +$1.23K 0.22% 75
2021
Q2 		$1.09M Sell
18,832
-1,165
-6% -$66.5K 0.24% 74
2021
Q1 		$1.02M Buy
19,997
+24
+0.1% +$1.17K 0.23% 70
2020
Q4 		$884K Sell
19,973
-546
-3% -$24.4K 0.2% 75
2020
Q3 		$812K Sell
20,519
-138
-0.7% -$4.87K 0.22% 72
2020
Q2 		$668K Sell
20,657
-470
-2% -$15K 0.2% 74
2020
Q1 		$663K Sell
21,127
-343
-2% -$12.7K 0.24% 80
2019
Q4 		$894K Sell
21,470
-1,125
-5% -$47.2K 0.26% 78
2019
Q3 		$844K Sell
22,595
-215
-0.9% -$8.4K 0.29% 76
2019
Q2 		$936K Sell
22,810
-237
-1% -$10K 0.33% 77
2019
Q1 		$1.01M Sell
23,047
-1,702
-7% -$73.8K 0.38% 70
2018
Q4 		$946K Sell
24,749
-46
-0.2% -$1.93K 0.39% 69
2018
Q3 		$1.15M Buy
24,795
+80
+0.3% +$3.97K 0.46% 65
2018
Q2 		$1.22M Buy
+24,715
New +$1.26M 0.51% 65

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

JGP Wealth Management's IP Position: Q1 2022 in Review

JGP Wealth Management sold out of International Paper (IP) in Q1 2022, closing a stake of 17,947 shares — an estimated $874K sold.

JGP Wealth Management first reported a position in IP in Q2 2018 and held it in 15 quarters. The position peaked at $1.22M in Q2 2018. 877 funds tracked by Wall St. Rank hold IP as of Q1 2022.

  • JGP Wealth Management reported no remaining International Paper position as of Q1 2022 after selling out during the quarter.
  • JGP Wealth Management sold 17,947 International Paper shares in Q1 2022, an estimated $874K.
  • JGP Wealth Management first reported a position in International Paper in Q2 2018 and held it in 15 quarters.
  • JGP Wealth Management's International Paper position peaked at $1.22M in Q2 2018.
  • 877 funds tracked by Wall St. Rank held International Paper as of Q1 2022.

Based on JGP Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.