Joule Financial’s International Paper IP Stock Holding History

Joule Financial’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
2024 Q1	–	Sell	-10,271	Closed	-$371K	–	111
2023 Q4	$371K	Buy	+10,271	New	+$359K	0.17%	70

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

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

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

Joule Financial's IP Position: Q1 2024 in Review

Joule Financial sold out of International Paper (IP) in Q1 2024, closing a stake of 10,271 shares — an estimated $371K sold.

Joule Financial first reported a position in IP in Q4 2023 and held it in 1 quarter. The position peaked at $371K in Q4 2023. 841 funds tracked by Wall St. Rank hold IP as of Q1 2024.

Joule Financial reported no remaining International Paper position as of Q1 2024 after selling out during the quarter.
Joule Financial sold 10,271 International Paper shares in Q1 2024, an estimated $371K.
Joule Financial first reported a position in International Paper in Q4 2023 and held it in 1 quarter.
Joule Financial's International Paper position peaked at $371K in Q4 2023.
841 funds tracked by Wall St. Rank held International Paper as of Q1 2024.

Based on Joule Financial's 13F filing for Q1 2024, filed 1 May 2024.