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Kaizen Financial Strategies’s International Paper IP Stock Holding History

Kaizen Financial Strategies’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
2023
Q2 		– Sell
-8,989
Closed -$324K – 116
2023
Q1 		$324K Sell
8,989
-958
-10% -$35.5K 0.32% 54
2022
Q4 		$380K Sell
9,947
-1,741
-15% -$60.2K 0.38% 62
2022
Q3 		$371K Hold
11,688
– – 0.38% 65
2022
Q2 		$489K Sell
11,688
-400
-3% -$18.6K 0.48% 53
2022
Q1 		$558K Sell
12,088
-1,351
-10% -$62.2K 0.44% 58
2021
Q4 		$631K Buy
13,439
+8,306
+162% +$410K 0.47% 53
2021
Q3 		$272K Buy
+5,133
New +$286K 0.22% 116
2021
Q1 		– Sell
-14,362
Closed -$676K – 145
2020
Q4 		$676K Buy
+14,362
New +$642K 0.75% 41

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kaizen Financial Strategies's IP Position: Q2 2023 in Review

Kaizen Financial Strategies sold out of International Paper (IP) in Q2 2023, closing a stake of 8,989 shares — an estimated $324K sold.

Kaizen Financial Strategies first reported a position in IP in Q4 2020 and held it in 8 quarters. The position peaked at $676K in Q4 2020. 779 funds tracked by Wall St. Rank hold IP as of Q2 2023.

  • Kaizen Financial Strategies reported no remaining International Paper position as of Q2 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 8,989 International Paper shares in Q2 2023, an estimated $324K.
  • Kaizen Financial Strategies first reported a position in International Paper in Q4 2020 and held it in 8 quarters.
  • Kaizen Financial Strategies's International Paper position peaked at $676K in Q4 2020.
  • 779 funds tracked by Wall St. Rank held International Paper as of Q2 2023.

Based on Kaizen Financial Strategies's 13F filing for Q2 2023, filed 8 Aug 2023.