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Old North State Wealth Management’s International Paper IP Stock Holding History

Old North State 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
Q3 		– Sell
-8,090
Closed -$349K – 111
2024
Q2 		$349K Buy
8,090
+888
+12% +$36.1K 0.23% 61
2024
Q1 		$281K Buy
+7,202
New +$261K 0.18% 73

Other funds holding IP

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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Old North State Wealth Management's IP Position: Q3 2024 in Review

Old North State Wealth Management sold out of International Paper (IP) in Q3 2024, closing a stake of 8,090 shares — an estimated $349K sold.

Old North State Wealth Management first reported a position in IP in Q1 2024 and held it in 2 quarters. The position peaked at $349K in Q2 2024. 873 funds tracked by Wall St. Rank hold IP as of Q3 2024.

  • Old North State Wealth Management reported no remaining International Paper position as of Q3 2024 after selling out during the quarter.
  • Old North State Wealth Management sold 8,090 International Paper shares in Q3 2024, an estimated $349K.
  • Old North State Wealth Management first reported a position in International Paper in Q1 2024 and held it in 2 quarters.
  • Old North State Wealth Management's International Paper position peaked at $349K in Q2 2024.
  • 873 funds tracked by Wall St. Rank held International Paper as of Q3 2024.

Based on Old North State Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.