Marietta Wealth Management’s International Paper IP Stock Holding History

Marietta 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	–	Sell	-9,338	Closed	-$407K	–	117
2019 Q4	$407K	Buy	9,338 +698	+8%	+$29.3K	0.13%	98
2019 Q3	$342K	Sell	8,640 -1,136	-12%	-$44.4K	0.12%	105
2019 Q2	$401K	Buy	9,776 +1,030	+12%	+$43.6K	0.16%	97
2019 Q1	$383K	Buy	8,746 +1,756	+25%	+$76.1K	0.16%	94
2018 Q4	$267K	Sell	6,990 -1,435	-17%	-$60.2K	0.13%	107
2018 Q3	$392K	Buy	8,425 +77	+0.9%	+$3.82K	0.17%	101
2018 Q2	$412K	Buy	8,348 +1,488	+22%	+$76K	0.2%	100
2018 Q1	$347K	Sell	6,860 -142	-2%	-$7.89K	0.18%	104
2017 Q4	$384K	Buy	7,002 +595	+9%	+$31.9K	0.21%	95
2017 Q3	$345K	Buy	+6,407	New	+$337K	0.19%	99

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marietta Wealth Management's IP Position: Q1 2020 in Review

Marietta Wealth Management sold out of International Paper (IP) in Q1 2020, closing a stake of 9,338 shares — an estimated $407K sold.

Marietta Wealth Management first reported a position in IP in Q3 2017 and held it in 10 quarters. The position peaked at $412K in Q2 2018. 773 funds tracked by Wall St. Rank hold IP as of Q1 2020.

Marietta Wealth Management reported no remaining International Paper position as of Q1 2020 after selling out during the quarter.
Marietta Wealth Management sold 9,338 International Paper shares in Q1 2020, an estimated $407K.
Marietta Wealth Management first reported a position in International Paper in Q3 2017 and held it in 10 quarters.
Marietta Wealth Management's International Paper position peaked at $412K in Q2 2018.
773 funds tracked by Wall St. Rank held International Paper as of Q1 2020.

Based on Marietta Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.