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Leo Wealth LLC’s International Paper IP Stock Holding History

Leo Wealth LLC’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
-4,066
Closed -$219K – 321
2024
Q4 		$219K Sell
4,066
-195
-5% -$10.5K 0.02% 328
2024
Q3 		$208K Buy
+4,261
New +$199K 0.02% 324

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

Leo Wealth LLC's IP Position: Q1 2025 in Review

Leo Wealth LLC sold out of International Paper (IP) in Q1 2025, closing a stake of 4,066 shares — an estimated $219K sold.

Leo Wealth LLC first reported a position in IP in Q3 2024 and held it in 2 quarters. The position peaked at $219K in Q4 2024. 943 funds tracked by Wall St. Rank hold IP as of Q1 2025.

  • Leo Wealth LLC reported no remaining International Paper position as of Q1 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 4,066 International Paper shares in Q1 2025, an estimated $219K.
  • Leo Wealth LLC first reported a position in International Paper in Q3 2024 and held it in 2 quarters.
  • Leo Wealth LLC's International Paper position peaked at $219K in Q4 2024.
  • 943 funds tracked by Wall St. Rank held International Paper as of Q1 2025.

Based on Leo Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.