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PCS
Personal CFO Solutions’s
International Paper
IP
Stock Holding History
Personal CFO Solutions’s Portfolio
IP Stock Details
IP Fund Activity
Bought
Maintained
Sold
Shares
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
GA
Greenhaven Associates
Purchase, New York
$6.07B AUM
11.2%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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