Principle Wealth Partners’s International Paper IP Stock Holding History

Principle 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
2024 Q2	–	Sell	-11,377	Closed	-$444K	–	335
2024 Q1	$444K	Sell	11,377 -3,200	-22%	-$116K	0.03%	234
2023 Q4	$527K	Hold	14,577	–	–	0.05%	206
2023 Q3	$517K	Sell	14,577 -2,500	-15%	-$85K	0.05%	198
2023 Q2	$543K	Sell	17,077 -925	-5%	-$30.3K	0.05%	193
2023 Q1	$649K	Buy	18,002 +775	+4%	+$28.7K	0.07%	169
2022 Q4	$597K	Buy	17,227 +4,050	+31%	+$140K	0.07%	169
2022 Q3	$418K	Buy	13,177 +4,140	+46%	+$169K	0.04%	199
2022 Q2	$378K	Buy	9,037 +400	+5%	+$18.6K	0.05%	218
2022 Q1	$399K	Buy	8,637 +2,475	+40%	+$114K	0.04%	228
2021 Q4	$289K	Buy	6,162 +2,142	+53%	+$106K	0.03%	267
2021 Q3	$213K	Buy	+4,020	New	+$224K	0.02%	299
2020 Q3	–	Sell	-602	Closed	-$20K	–	285
2020 Q2	$20K	Buy	+602	New	+$19.2K	0.01%	354

Other funds holding IP

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principle Wealth Partners's IP Position: Q2 2024 in Review

Principle Wealth Partners sold out of International Paper (IP) in Q2 2024, closing a stake of 11,377 shares — an estimated $444K sold.

Principle Wealth Partners first reported a position in IP in Q2 2020 and held it in 12 quarters. The position peaked at $649K in Q1 2023. 858 funds tracked by Wall St. Rank hold IP as of Q2 2024.

Principle Wealth Partners reported no remaining International Paper position as of Q2 2024 after selling out during the quarter.
Principle Wealth Partners sold 11,377 International Paper shares in Q2 2024, an estimated $444K.
Principle Wealth Partners first reported a position in International Paper in Q2 2020 and held it in 12 quarters.
Principle Wealth Partners's International Paper position peaked at $649K in Q1 2023.
858 funds tracked by Wall St. Rank held International Paper as of Q2 2024.

Based on Principle Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.