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Keeler & Nadler Financial Planning & Wealth Management’s International Paper IP Stock Holding History

Keeler & Nadler Financial Planning & 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
2024
Q3 		– Sell
-6,000
Closed -$259K – 73
2024
Q2 		$259K Sell
6,000
-4,200
-41% -$171K 0.14% 55
2024
Q1 		$398K Sell
10,200
-1,800
-15% -$65.3K 0.24% 43
2023
Q4 		$434K Buy
+12,000
New +$419K 0.31% 38

Other funds holding IP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's IP Position: Q3 2024 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of International Paper (IP) in Q3 2024, closing a stake of 6,000 shares — an estimated $259K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in IP in Q4 2023 and held it in 3 quarters. The position peaked at $434K in Q4 2023. 873 funds tracked by Wall St. Rank hold IP as of Q3 2024.

  • Keeler & Nadler Financial Planning & Wealth Management reported no remaining International Paper position as of Q3 2024 after selling out during the quarter.
  • Keeler & Nadler Financial Planning & Wealth Management sold 6,000 International Paper shares in Q3 2024, an estimated $259K.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in International Paper in Q4 2023 and held it in 3 quarters.
  • Keeler & Nadler Financial Planning & Wealth Management's International Paper position peaked at $434K in Q4 2023.
  • 873 funds tracked by Wall St. Rank held International Paper as of Q3 2024.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q3 2024, filed 9 Oct 2024.