Northeast Financial Consultants’s International Paper IP Stock Holding History

Northeast Financial Consultants’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 Q2	–	Sell	-5,500	Closed	-$215K	–	285
2024 Q1	$215K	Buy	+5,500	New	+$200K	0.01%	268
2023 Q3	–	Sell	-8,560	Closed	-$272K	–	291
2023 Q2	$272K	Hold	8,560	–	–	0.02%	239
2023 Q1	$309K	Hold	8,560	–	–	0.02%	245
2022 Q4	$296K	Hold	8,560	–	–	0.02%	245
2022 Q3	$271K	Hold	8,560	–	–	0.02%	276
2022 Q2	$358K	Hold	8,560	–	–	0.03%	237
2022 Q1	$395K	Hold	8,560	–	–	0.02%	262
2021 Q4	$402K	Sell	8,560 -479	-5%	-$23.6K	0.02%	249
2021 Q3	$479K	Hold	9,039	–	–	0.03%	231
2021 Q2	$525K	Hold	9,039	–	–	0.04%	218
2021 Q1	$463K	Hold	9,039	–	–	0.04%	216
2020 Q4	$426K	Hold	9,039	–	–	0.04%	214
2020 Q3	$347K	Hold	9,039	–	–	0.03%	210
2020 Q2	$301K	Hold	9,039	–	–	0.03%	218
2020 Q1	$266K	Buy	9,039 +2,175	+32%	+$80.7K	0.03%	210
2019 Q4	$299K	Sell	6,864 -1,967	-22%	-$82.5K	0.03%	237
2019 Q3	$350K	Sell	8,831 -1,056	-11%	-$41.3K	0.04%	214
2019 Q2	$406K	Hold	9,887	–	–	0.04%	198
2019 Q1	$433K	Buy	+9,887	New	+$429K	0.05%	190

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Northeast Financial Consultants's IP Position: Q2 2024 in Review

Northeast Financial Consultants sold out of International Paper (IP) in Q2 2024, closing a stake of 5,500 shares — an estimated $215K sold.

Northeast Financial Consultants first reported a position in IP in Q1 2019 and held it in 19 quarters. The position peaked at $525K in Q2 2021. 858 funds tracked by Wall St. Rank hold IP as of Q2 2024.

Northeast Financial Consultants reported no remaining International Paper position as of Q2 2024 after selling out during the quarter.
Northeast Financial Consultants sold 5,500 International Paper shares in Q2 2024, an estimated $215K.
Northeast Financial Consultants first reported a position in International Paper in Q1 2019 and held it in 19 quarters.
Northeast Financial Consultants's International Paper position peaked at $525K in Q2 2021.
858 funds tracked by Wall St. Rank held International Paper as of Q2 2024.

Based on Northeast Financial Consultants's 13F filing for Q2 2024, filed 15 Aug 2024.