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Legacy Wealth Partners (California)’s International Paper IP Stock Holding History

Legacy Wealth Partners (California)’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
Q1 		– Sell
-4,560
Closed -$215K – 91
2020
Q4 		$215K Buy
+4,560
New +$204K 0.14% 87

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Invesco
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Royal Bank of Canada
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Geode Capital Management
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Wealth Partners (California)'s IP Position: Q1 2021 in Review

Legacy Wealth Partners (California) sold out of International Paper (IP) in Q1 2021, closing a stake of 4,560 shares — an estimated $215K sold.

Legacy Wealth Partners (California) first reported a position in IP in Q4 2020 and held it in 1 quarter. The position peaked at $215K in Q4 2020. 900 funds tracked by Wall St. Rank hold IP as of Q1 2021.

  • Legacy Wealth Partners (California) reported no remaining International Paper position as of Q1 2021 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 4,560 International Paper shares in Q1 2021, an estimated $215K.
  • Legacy Wealth Partners (California) first reported a position in International Paper in Q4 2020 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s International Paper position peaked at $215K in Q4 2020.
  • 900 funds tracked by Wall St. Rank held International Paper as of Q1 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2021, filed 12 May 2021.