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MWM
Mascoma Wealth Management’s
International Paper
IP
Stock Holding History
Mascoma Wealth Management’s Portfolio
IP Stock Details
IP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-109
Closed
-$5.33K
–
523
2024
Q3
$5.33K
Hold
109
–
–
﹤0.01%
380
2024
Q2
$4.7K
Hold
109
–
–
﹤0.01%
415
2024
Q1
$4.25K
Hold
109
–
–
﹤0.01%
394
2023
Q4
$3.94K
Hold
109
–
–
﹤0.01%
412
2023
Q3
$3.87K
Hold
109
–
–
﹤0.01%
419
2023
Q2
$3.91K
Hold
109
–
–
﹤0.01%
410
2023
Q1
$3.61K
Hold
109
–
–
﹤0.01%
511
2022
Q4
$3.77K
Buy
+109
New
+$3.77K
﹤0.01%
519
2022
Q2
–
Sell
-49
Closed
-$2K
–
625
2022
Q1
$2K
Buy
+49
New
+$2.26K
﹤0.01%
553
2021
Q4
–
Sell
-634
Closed
-$34K
–
545
2021
Q3
$34K
Buy
+634
New
+$35.3K
0.01%
239
2021
Q2
–
Sell
-634
Closed
-$32K
–
273
2021
Q1
$32K
Buy
+634
New
+$30.9K
0.01%
253
2017
Q2
–
Sell
-106
Closed
-$5K
–
430
2017
Q1
$5K
Hold
106
–
–
﹤0.01%
297
2016
Q4
$5K
Buy
+106
New
+$4.9K
﹤0.01%
301
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1-Year Est. Return
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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