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Regent Peak Wealth Advisors’s International Paper IP Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-252
Closed -$12K – 547
2020
Q4 		$12K Buy
+252
New +$11.3K ﹤0.01% 534

Other funds holding IP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regent Peak Wealth Advisors's IP Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of International Paper (IP) in Q1 2021, closing a stake of 252 shares — an estimated $12K sold.

Regent Peak Wealth Advisors first reported a position in IP in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 900 funds tracked by Wall St. Rank hold IP as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining International Paper position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 252 International Paper shares in Q1 2021, an estimated $12K.
  • Regent Peak Wealth Advisors first reported a position in International Paper in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's International Paper position peaked at $12K in Q4 2020.
  • 900 funds tracked by Wall St. Rank held International Paper as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.