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Modera Wealth Management’s International Paper IP Stock Holding History

Modera 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
2022
Q1 		– Sell
-6,790
Closed -$319K – 470
2021
Q4 		$319K Buy
+6,790
New +$335K 0.01% 383

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Modera Wealth Management's IP Position: Q1 2022 in Review

Modera Wealth Management sold out of International Paper (IP) in Q1 2022, closing a stake of 6,790 shares — an estimated $319K sold.

Modera Wealth Management first reported a position in IP in Q4 2021 and held it in 1 quarter. The position peaked at $319K in Q4 2021. 876 funds tracked by Wall St. Rank hold IP as of Q1 2022.

  • Modera Wealth Management reported no remaining International Paper position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 6,790 International Paper shares in Q1 2022, an estimated $319K.
  • Modera Wealth Management first reported a position in International Paper in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's International Paper position peaked at $319K in Q4 2021.
  • 876 funds tracked by Wall St. Rank held International Paper as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.