PIA
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Powell Investment Advisors’s International Paper IP Stock Holding History

Powell Investment Advisors’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
-13,278
Closed -$421K – 134
2022
Q3 		$421K Buy
13,278
+3,887
+41% +$159K 0.28% 64
2022
Q2 		$393K Buy
+9,391
New +$436K 0.24% 64
2021
Q3 		– Sell
-3,486
Closed -$202K – 124
2021
Q2 		$202K Buy
+3,486
New +$199K 0.12% 97

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 $3.38T AUM 44.17% 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

Powell Investment Advisors's IP Position: Q4 2022 in Review

Powell Investment Advisors sold out of International Paper (IP) in Q4 2022, closing a stake of 13,278 shares — an estimated $421K sold.

Powell Investment Advisors first reported a position in IP in Q2 2021 and held it in 3 quarters. The position peaked at $421K in Q3 2022. 810 funds tracked by Wall St. Rank hold IP as of Q4 2022.

  • Powell Investment Advisors reported no remaining International Paper position as of Q4 2022 after selling out during the quarter.
  • Powell Investment Advisors sold 13,278 International Paper shares in Q4 2022, an estimated $421K.
  • Powell Investment Advisors first reported a position in International Paper in Q2 2021 and held it in 3 quarters.
  • Powell Investment Advisors's International Paper position peaked at $421K in Q3 2022.
  • 810 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on Powell Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.