PWM
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PRW Wealth Management’s International Paper IP Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-136
Closed -$6K – 356
2019
Q1 		$6K Hold
136
– – 0.01% 347
2018
Q4 		$5K Buy
+136
New +$5.71K 0.01% 376

Other funds holding IP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PRW Wealth Management's IP Position: Q2 2019 in Review

PRW Wealth Management sold out of International Paper (IP) in Q2 2019, closing a stake of 136 shares — an estimated $6K sold.

PRW Wealth Management first reported a position in IP in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 867 funds tracked by Wall St. Rank hold IP as of Q2 2019.

  • PRW Wealth Management reported no remaining International Paper position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 136 International Paper shares in Q2 2019, an estimated $6K.
  • PRW Wealth Management first reported a position in International Paper in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's International Paper position peaked at $6K in Q1 2019.
  • 867 funds tracked by Wall St. Rank held International Paper as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.