Mascoma Wealth Management’s International Paper IP Stock Holding History

Mascoma 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
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	–	624
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	–	428
2017 Q1	$5K	Hold	106	–	–	﹤0.01%	297
2016 Q4	$5K	Buy	+106	New	+$4.9K	﹤0.01%	301

Other funds holding IP

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mascoma Wealth Management's IP Position: Q4 2024 in Review

Mascoma Wealth Management sold out of International Paper (IP) in Q4 2024, closing a stake of 109 shares — an estimated $5.33K sold.

Mascoma Wealth Management first reported a position in IP in Q4 2016 and held it in 13 quarters. The position peaked at $34K in Q3 2021. 949 funds tracked by Wall St. Rank hold IP as of Q4 2024.

Mascoma Wealth Management reported no remaining International Paper position as of Q4 2024 after selling out during the quarter.
Mascoma Wealth Management sold 109 International Paper shares in Q4 2024, an estimated $5.33K.
Mascoma Wealth Management first reported a position in International Paper in Q4 2016 and held it in 13 quarters.
Mascoma Wealth Management's International Paper position peaked at $34K in Q3 2021.
949 funds tracked by Wall St. Rank held International Paper as of Q4 2024.

Based on Mascoma Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.