Linscomb Wealth’s International Paper IP Stock Holding History

Linscomb Wealth’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 Q4	–	Sell	-3,962	Closed	-$210K	–	348
2021 Q3	$210K	Hold	3,962	–	–	0.01%	316
2021 Q2	$230K	Sell	3,962 -1,098	-22%	-$62.7K	0.01%	302
2021 Q1	$259K	Buy	5,060 +306	+6%	+$14.9K	0.01%	286
2020 Q4	$224K	Buy	+4,754	New	+$213K	0.01%	292
2020 Q1	–	Sell	-4,765	Closed	-$208K	–	406
2019 Q4	$208K	Buy	+4,765	New	+$200K	0.01%	402
2013 Q3	–	Sell	-5,569	Closed	-$230K	–	246
2013 Q2	$230K	Buy	+5,569	New	+$241K	0.03%	211

Other funds holding IP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Linscomb Wealth's IP Position: Q4 2021 in Review

Linscomb Wealth sold out of International Paper (IP) in Q4 2021, closing a stake of 3,962 shares — an estimated $210K sold.

Linscomb Wealth first reported a position in IP in Q2 2013 and held it in 6 quarters. The position peaked at $259K in Q1 2021. 909 funds tracked by Wall St. Rank hold IP as of Q4 2021.

Linscomb Wealth reported no remaining International Paper position as of Q4 2021 after selling out during the quarter.
Linscomb Wealth sold 3,962 International Paper shares in Q4 2021, an estimated $210K.
Linscomb Wealth first reported a position in International Paper in Q2 2013 and held it in 6 quarters.
Linscomb Wealth's International Paper position peaked at $259K in Q1 2021.
909 funds tracked by Wall St. Rank held International Paper as of Q4 2021.

Based on Linscomb Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.