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Lake Point Wealth Management’s International Paper IP Stock Holding History

Lake Point 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
2020
Q1 		$4K Sell
147
-42
-22% -$1.56K ﹤0.01% 191
2019
Q4 		$8K Buy
+189
New +$7.93K ﹤0.01% 297
2019
Q2 		$6K Hold
147
– – ﹤0.01% 399
2019
Q1 		$6K Buy
+147
New +$6.37K ﹤0.01% 399

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lake Point Wealth Management's IP Position: Q1 2020 in Review

Lake Point Wealth Management reduced its International Paper (IP) stake by 22% in Q1 2020, selling an estimated $1.56K and leaving 147 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Lake Point Wealth Management first reported a position in IP in Q1 2019 and has held it in 4 quarters since. The position peaked at $8K in Q4 2019. 773 funds tracked by Wall St. Rank hold IP as of Q1 2020.

  • Lake Point Wealth Management held 147 shares of International Paper worth $4K as of Q1 2020.
  • Lake Point Wealth Management sold 42 International Paper shares in Q1 2020, an estimated $1.56K.
  • International Paper made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #191 holding.
  • Lake Point Wealth Management first reported a position in International Paper in Q1 2019 and has held it in 4 quarters since.
  • Lake Point Wealth Management's International Paper position peaked at $8K in Q4 2019.
  • 773 funds tracked by Wall St. Rank held International Paper as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.