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McGlone Suttner Wealth Management’s International Paper IP Stock Holding History

McGlone Suttner 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
Q1 		– Sell
-615
Closed -$22.2K – 482
2023
Q4 		$22.2K Buy
+615
New +$21.5K ﹤0.01% 413

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McGlone Suttner Wealth Management's IP Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of International Paper (IP) in Q1 2024, closing a stake of 615 shares — an estimated $22.2K sold.

McGlone Suttner Wealth Management first reported a position in IP in Q4 2023 and held it in 1 quarter. The position peaked at $22.2K in Q4 2023. 841 funds tracked by Wall St. Rank hold IP as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining International Paper position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 615 International Paper shares in Q1 2024, an estimated $22.2K.
  • McGlone Suttner Wealth Management first reported a position in International Paper in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's International Paper position peaked at $22.2K in Q4 2023.
  • 841 funds tracked by Wall St. Rank held International Paper as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.