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Kingswood Wealth Advisors’s International Paper IP Stock Holding History

Kingswood Wealth Advisors’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
2025
Q1 		– Sell
-3,730
Closed -$201K – 775
2024
Q4 		$201K Sell
3,730
-9,218
-71% -$494K 0.02% 737
2024
Q3 		$633K Sell
12,948
-3,642
-22% -$170K 0.05% 394
2024
Q2 		$716K Buy
16,590
+867
+6% +$35.2K 0.06% 305
2024
Q1 		$614K Sell
15,723
-1,230
-7% -$44.6K 0.07% 293
2023
Q4 		$613K Buy
16,953
+1,868
+12% +$65.3K 0.07% 295
2023
Q3 		$535K Buy
+15,085
New +$513K 0.09% 233

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kingswood Wealth Advisors's IP Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of International Paper (IP) in Q1 2025, closing a stake of 3,730 shares — an estimated $201K sold.

Kingswood Wealth Advisors first reported a position in IP in Q3 2023 and held it in 6 quarters. The position peaked at $716K in Q2 2024. 943 funds tracked by Wall St. Rank hold IP as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining International Paper position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,730 International Paper shares in Q1 2025, an estimated $201K.
  • Kingswood Wealth Advisors first reported a position in International Paper in Q3 2023 and held it in 6 quarters.
  • Kingswood Wealth Advisors's International Paper position peaked at $716K in Q2 2024.
  • 943 funds tracked by Wall St. Rank held International Paper as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.