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NEIRG Wealth Management’s International Paper IP Stock Holding History

NEIRG 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
Q3 		– Sell
-54,453
Closed -$2.28M – 145
2022
Q2 		$2.28M Buy
54,453
+28,074
+106% +$1.3M 0.5% 65
2022
Q1 		$1.22M Buy
26,379
+14,686
+126% +$676K 0.24% 77
2021
Q4 		$549K Buy
+11,693
New +$577K 0.11% 85

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NEIRG Wealth Management's IP Position: Q3 2022 in Review

NEIRG Wealth Management sold out of International Paper (IP) in Q3 2022, closing a stake of 54,453 shares — an estimated $2.28M sold.

NEIRG Wealth Management first reported a position in IP in Q4 2021 and held it in 3 quarters. The position peaked at $2.28M in Q2 2022. 804 funds tracked by Wall St. Rank hold IP as of Q3 2022.

  • NEIRG Wealth Management reported no remaining International Paper position as of Q3 2022 after selling out during the quarter.
  • NEIRG Wealth Management sold 54,453 International Paper shares in Q3 2022, an estimated $2.28M.
  • NEIRG Wealth Management first reported a position in International Paper in Q4 2021 and held it in 3 quarters.
  • NEIRG Wealth Management's International Paper position peaked at $2.28M in Q2 2022.
  • 804 funds tracked by Wall St. Rank held International Paper as of Q3 2022.

Based on NEIRG Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.