Pathstone Family Office’s International Paper IP Stock Holding History

Pathstone Family Office’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 Q3	$1.16M	Buy	+32,705	New	+$1.11M	0.01%	656
2022 Q3	–	Sell	-5,495	Closed	-$230K	–	1254
2022 Q2	$230K	Buy	+5,495	New	+$255K	0.01%	903
2021 Q1	–	Sell	-879	Closed	-$41K	–	990
2020 Q4	$41K	Buy	879 +448	+104%	+$20K	﹤0.01%	551
2020 Q3	$16K	Buy	431 +396	+1,131%	+$14K	﹤0.01%	522
2020 Q2	$1K	Sell	35 -396	-92%	-$12.6K	﹤0.01%	672
2020 Q1	$13K	Buy	+431	New	+$16K	﹤0.01%	486
2018 Q2	–	Sell	-343	Closed	-$17K	–	232
2018 Q1	$17K	Buy	+343	New	+$19.1K	0.01%	172
2017 Q2	–	Sell	-8	Closed	–	–	516
2017 Q1	$0	Buy	+8	New	+$401	﹤0.01%	599
2013 Q4	–	Sell	-220	Closed	-$9K	–	269
2013 Q3	$9K	Buy	+220	New	+$9.79K	0.04%	186

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 $3.38T AUM 44.17% 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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

Pathstone Family Office's IP Position: Q3 2023 in Review

Pathstone Family Office opened a new position in International Paper (IP) in Q3 2023: 32,705 shares worth $1.16M. The stake represents 0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in IP as recently as Q2 2022.

Pathstone Family Office first reported a position in IP in Q3 2013 and has held it in 9 quarters since. 797 funds tracked by Wall St. Rank hold IP as of Q3 2023.

Pathstone Family Office held 32,705 shares of International Paper worth $1.16M as of Q3 2023.
International Paper was a new Pathstone Family Office position in Q3 2023.
International Paper made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #656 holding.
Pathstone Family Office first reported a position in International Paper in Q3 2013 and has held it in 9 quarters since.
797 funds tracked by Wall St. Rank held International Paper as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.