One Wealth Advisors’s International Paper IP Stock Holding History

One Wealth Advisors’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
2023 Q1	–	Sell	-722	Closed	-$25K	–	393
2022 Q4	$25K	Buy	+722	New	+$25K	0.01%	498
2021 Q2	–	Sell	-4,735	Closed	-$242K	–	180
2021 Q1	$242K	Sell	4,735 -401	-8%	-$19.5K	0.09%	129
2020 Q4	$242K	Sell	5,136 -506	-9%	-$22.6K	0.13%	101
2020 Q3	$217K	Buy	+5,642	New	+$199K	0.15%	77
2020 Q1	–	Sell	-11,265	Closed	-$491K	–	116
2019 Q4	$491K	Buy	11,265 +472	+4%	+$19.8K	0.36%	39
2019 Q3	$427K	Sell	10,793 -371	-3%	-$14.5K	0.37%	36
2019 Q2	$458K	Buy	11,164 +8,311	+291%	+$352K	0.38%	40
2019 Q1	$125K	Buy	+2,853	New	+$124K	0.1%	159
2018 Q4	–	Sell	-454	Closed	-$21K	–	281
2018 Q3	$21K	Hold	454	–	–	0.02%	310
2018 Q2	$22K	Hold	454	–	–	0.02%	301
2018 Q1	$23K	Buy	454 +4	+0.9%	+$222	0.02%	291
2017 Q4	$25K	Buy	+450	New	+$24.2K	0.02%	316

Other funds holding IP

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 $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

One Wealth Advisors's IP Position: Q1 2023 in Review

One Wealth Advisors sold out of International Paper (IP) in Q1 2023, closing a stake of 722 shares — an estimated $25K sold.

One Wealth Advisors first reported a position in IP in Q4 2017 and held it in 12 quarters. The position peaked at $491K in Q4 2019. 809 funds tracked by Wall St. Rank hold IP as of Q1 2023.

One Wealth Advisors reported no remaining International Paper position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 722 International Paper shares in Q1 2023, an estimated $25K.
One Wealth Advisors first reported a position in International Paper in Q4 2017 and held it in 12 quarters.
One Wealth Advisors's International Paper position peaked at $491K in Q4 2019.
809 funds tracked by Wall St. Rank held International Paper as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.