Private Ocean’s International Paper IP Stock Holding History

Private Ocean’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	-83	Closed	-$3.24K	–	652
2024 Q1	$3.24K	Hold	83	–	–	﹤0.01%	438
2023 Q4	$3K	Hold	83	–	–	﹤0.01%	447
2023 Q3	$2.94K	Hold	83	–	–	﹤0.01%	429
2023 Q2	$2.64K	Hold	83	–	–	﹤0.01%	475
2023 Q1	$2.99K	Buy	+83	New	+$3.08K	﹤0.01%	500
2022 Q3	–	Sell	-21	Closed	–	–	590
2022 Q2	$0	Hold	21	–	–	﹤0.01%	563
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	547
2021 Q4	$1K	Sell	21 -1	-5%	-$49	﹤0.01%	557
2021 Q3	$1K	Sell	22 -136	-86%	-$7.57K	﹤0.01%	529
2021 Q2	$9K	Buy	+158	New	+$9.02K	﹤0.01%	413
2019 Q4	–	Sell	-24	Closed	-$1K	–	556
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	572
2019 Q2	$0	Buy	+24	New	+$1.02K	﹤0.01%	486
2019 Q1	–	Sell	-69	Closed	-$3K	–	412
2018 Q4	$3K	Hold	69	–	–	﹤0.01%	318
2018 Q3	$3K	Hold	69	–	–	﹤0.01%	312
2018 Q2	$3K	Hold	69	–	–	﹤0.01%	337
2018 Q1	$3K	Sell	69 -166	-71%	-$9.22K	﹤0.01%	364
2017 Q4	$13K	Buy	+235	New	+$12.6K	0.01%	212

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 $3.37T AUM 44.26% 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

Private Ocean's IP Position: Q2 2024 in Review

Private Ocean sold out of International Paper (IP) in Q2 2024, closing a stake of 83 shares — an estimated $3.24K sold.

Private Ocean first reported a position in IP in Q4 2017 and held it in 17 quarters. The position peaked at $13K in Q4 2017. 858 funds tracked by Wall St. Rank hold IP as of Q2 2024.

Private Ocean reported no remaining International Paper position as of Q2 2024 after selling out during the quarter.
Private Ocean sold 83 International Paper shares in Q2 2024, an estimated $3.24K.
Private Ocean first reported a position in International Paper in Q4 2017 and held it in 17 quarters.
Private Ocean's International Paper position peaked at $13K in Q4 2017.
858 funds tracked by Wall St. Rank held International Paper as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.