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KCS Wealth Advisory’s International Paper IP Stock Holding History

KCS Wealth Advisory’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
2021
Q4 		– Sell
-5,147
Closed -$273K – 164
2021
Q3 		$273K Sell
5,147
-1,018
-17% -$56.7K 0.13% 129
2021
Q2 		$358K Sell
6,165
-17,207
-74% -$982K 0.17% 118
2021
Q1 		$1.2M Buy
23,372
+722
+3% +$35.1K 0.62% 57
2020
Q4 		$1.07M Sell
22,650
-356
-2% -$15.9K 0.7% 52
2020
Q3 		$883K Sell
23,006
-1,227
-5% -$43.3K 0.7% 57
2020
Q2 		$808K Buy
24,233
+819
+3% +$26.1K 0.67% 61
2020
Q1 		$690K Buy
23,414
+998
+4% +$37K 0.7% 55
2019
Q4 		$977K Buy
22,416
+1,335
+6% +$56K 0.73% 63
2019
Q3 		$835K Buy
21,081
+2,711
+15% +$106K 0.58% 72
2019
Q2 		$754K Buy
18,370
+2,025
+12% +$85.8K 0.6% 76
2019
Q1 		$716K Buy
16,345
+1,916
+13% +$83K 0.62% 77
2018
Q4 		$551K Sell
14,429
-8,397
-37% -$352K 0.58% 82
2018
Q3 		$1.06M Buy
22,826
+8,225
+56% +$408K 0.99% 24
2018
Q2 		$720K Buy
14,601
+2,071
+17% +$106K 0.67% 58
2018
Q1 		$634K Buy
12,530
+1,618
+15% +$89.9K 0.58% 69
2017
Q4 		$599K Buy
+10,912
New +$586K 0.58% 68

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return

KCS Wealth Advisory's IP Position: Q4 2021 in Review

KCS Wealth Advisory sold out of International Paper (IP) in Q4 2021, closing a stake of 5,147 shares — an estimated $273K sold.

KCS Wealth Advisory first reported a position in IP in Q4 2017 and held it in 16 quarters. The position peaked at $1.2M in Q1 2021. 908 funds tracked by Wall St. Rank hold IP as of Q4 2021.

  • KCS Wealth Advisory reported no remaining International Paper position as of Q4 2021 after selling out during the quarter.
  • KCS Wealth Advisory sold 5,147 International Paper shares in Q4 2021, an estimated $273K.
  • KCS Wealth Advisory first reported a position in International Paper in Q4 2017 and held it in 16 quarters.
  • KCS Wealth Advisory's International Paper position peaked at $1.2M in Q1 2021.
  • 908 funds tracked by Wall St. Rank held International Paper as of Q4 2021.

Based on KCS Wealth Advisory's 13F filing for Q4 2021, filed 26 Jan 2022.