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Phoenix Financial’s International Paper IP Stock Holding History

Phoenix Financial’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
2024
Q1 		– Sell
-61,240
Closed -$2.22M – 446
2023
Q4 		$2.22M Buy
+61,240
New +$2.14M 0.04% 181
2023
Q3 		– Sell
-45,203
Closed -$1.43M – 341
2023
Q2 		$1.43M Buy
+45,203
New +$1.48M 0.03% 190

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Phoenix Financial's IP Position: Q1 2024 in Review

Phoenix Financial sold out of International Paper (IP) in Q1 2024, closing a stake of 61,240 shares — an estimated $2.22M sold.

Phoenix Financial first reported a position in IP in Q2 2023 and held it in 2 quarters. The position peaked at $2.22M in Q4 2023. 842 funds tracked by Wall St. Rank hold IP as of Q1 2024.

  • Phoenix Financial reported no remaining International Paper position as of Q1 2024 after selling out during the quarter.
  • Phoenix Financial sold 61,240 International Paper shares in Q1 2024, an estimated $2.22M.
  • Phoenix Financial first reported a position in International Paper in Q2 2023 and held it in 2 quarters.
  • Phoenix Financial's International Paper position peaked at $2.22M in Q4 2023.
  • 842 funds tracked by Wall St. Rank held International Paper as of Q1 2024.

Based on Phoenix Financial's 13F filing for Q1 2024, filed 15 May 2024.