Lenox Wealth Advisors’s International Paper IP Stock Holding History

Lenox 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
2022 Q1	$42K	Hold	899	–	–	0.01%	263
2021 Q4	$42K	Sell	899 -50	-5%	-$2.47K	0.01%	282
2021 Q3	$50K	Hold	949	–	–	0.01%	232
2021 Q2	$55K	Buy	+949	New	+$54.2K	0.01%	220
2020 Q1	–	Sell	-4	Closed	–	–	855
2019 Q4	$0	Sell	4 -214	-98%	-$8.98K	﹤0.01%	769
2019 Q3	$9K	Buy	+218	New	+$8.52K	﹤0.01%	369
2015 Q4	–	Sell	-84	Closed	-$3K	–	536
2015 Q3	$3K	Buy	+84	New	+$3.56K	﹤0.01%	310
2013 Q4	–	Sell	-157	Closed	-$7K	–	391
2013 Q3	$7K	Hold	157	–	–	0.01%	126
2013 Q2	$7K	Buy	+157	New	+$6.79K	0.01%	145

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Lenox Wealth Advisors's IP Position: Q1 2022 in Review

Lenox Wealth Advisors held its International Paper (IP) position steady in Q1 2022 at 899 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #263.

Lenox Wealth Advisors first reported a position in IP in Q2 2013 and has held it in 9 quarters since. The position peaked at $55K in Q2 2021. 877 funds tracked by Wall St. Rank hold IP as of Q1 2022.

Lenox Wealth Advisors held 899 shares of International Paper worth $42K as of Q1 2022.
Lenox Wealth Advisors left its International Paper share count unchanged in Q1 2022.
International Paper made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #263 holding.
Lenox Wealth Advisors first reported a position in International Paper in Q2 2013 and has held it in 9 quarters since.
Lenox Wealth Advisors's International Paper position peaked at $55K in Q2 2021.
877 funds tracked by Wall St. Rank held International Paper as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.