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Personal CFO Solutions’s International Paper IP Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-11,467
Closed -$363K – 475
2022
Q3 		$363K Buy
11,467
+4,255
+59% +$174K 0.09% 214
2022
Q2 		$302K Sell
7,212
-4,154
-37% -$193K 0.07% 262
2022
Q1 		$525K Sell
11,366
-32
-0.3% -$1.47K 0.1% 191
2021
Q4 		$535K Buy
+11,398
New +$562K 0.1% 189
2021
Q3 		– Sell
-3,698
Closed -$215K – 463
2021
Q2 		$215K Buy
+3,698
New +$211K 0.04% 396
2020
Q4 		– Sell
-12,328
Closed – – 394
2020
Q3 		$0 Sell
12,328
-309
-2% -$10.9K ﹤0.01% 238
2020
Q2 		$421K Buy
12,637
+2,088
+20% +$66.5K 0.12% 155
2020
Q1 		$311K Sell
10,549
-1,791
-15% -$66.5K 0.11% 166
2019
Q4 		$538K Buy
12,340
+2,586
+27% +$109K 0.15% 139
2019
Q3 		$386K Buy
+9,754
New +$381K 0.15% 174

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
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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Personal CFO Solutions's IP Position: Q4 2022 in Review

Personal CFO Solutions sold out of International Paper (IP) in Q4 2022, closing a stake of 11,467 shares — an estimated $363K sold.

Personal CFO Solutions first reported a position in IP in Q3 2019 and held it in 10 quarters. The position peaked at $538K in Q4 2019. 810 funds tracked by Wall St. Rank hold IP as of Q4 2022.

  • Personal CFO Solutions reported no remaining International Paper position as of Q4 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 11,467 International Paper shares in Q4 2022, an estimated $363K.
  • Personal CFO Solutions first reported a position in International Paper in Q3 2019 and held it in 10 quarters.
  • Personal CFO Solutions's International Paper position peaked at $538K in Q4 2019.
  • 810 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on Personal CFO Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.