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Personal Wealth Partners’s International Paper IP Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-63
Closed -$4K – 222
2021
Q2 		$4K Buy
+63
New +$3.6K ﹤0.01% 333
2020
Q1 		– Sell
-24
Closed -$1K – 311
2019
Q4 		$1K Hold
24
– – ﹤0.01% 427
2019
Q3 		$1K Buy
+24
New +$938 ﹤0.01% 442

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Personal Wealth Partners's IP Position: Q3 2021 in Review

Personal Wealth Partners sold out of International Paper (IP) in Q3 2021, closing a stake of 63 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in IP in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 893 funds tracked by Wall St. Rank hold IP as of Q3 2021.

  • Personal Wealth Partners reported no remaining International Paper position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 63 International Paper shares in Q3 2021, an estimated $4K.
  • Personal Wealth Partners first reported a position in International Paper in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's International Paper position peaked at $4K in Q2 2021.
  • 893 funds tracked by Wall St. Rank held International Paper as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.