Reilly Financial Advisors’s International Paper IP Stock Holding History

Reilly Financial 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 Q4	$16K	Sell	350 -20	-5%	-$986	﹤0.01%	605
2021 Q3	$20K	Hold	370	–	–	﹤0.01%	527
2021 Q2	$21K	Hold	370	–	–	﹤0.01%	545
2021 Q1	$19K	Hold	370	–	–	﹤0.01%	551
2020 Q4	$17K	Hold	370	–	–	﹤0.01%	524
2020 Q3	$14K	Hold	370	–	–	﹤0.01%	509
2020 Q2	$12K	Sell	370 -246	-40%	-$7.83K	﹤0.01%	535
2020 Q1	$18K	Buy	616 +130	+27%	+$4.83K	﹤0.01%	447
2019 Q4	$21K	Hold	486	–	–	﹤0.01%	490
2019 Q3	$19K	Hold	486	–	–	﹤0.01%	522
2019 Q2	$20K	Sell	486 -17	-3%	-$720	﹤0.01%	534
2019 Q1	$22K	Buy	503 +17	+3%	+$737	﹤0.01%	504
2018 Q4	$19K	Sell	486 -422	-46%	-$17.7K	﹤0.01%	502
2018 Q3	$42K	Hold	908	–	–	0.01%	401
2018 Q2	$45K	Hold	908	–	–	0.01%	331
2018 Q1	$46K	Sell	908 -559	-38%	-$31.1K	0.01%	317
2017 Q4	$80K	Hold	1,467	–	–	0.01%	263
2017 Q3	$79K	Hold	1,467	–	–	0.01%	249
2017 Q2	$79K	Hold	1,467	–	–	0.01%	247
2017 Q1	$71K	Hold	1,467	–	–	0.01%	241
2016 Q4	$74K	Buy	1,467 +675	+85%	+$31.2K	0.01%	227
2016 Q3	$36K	Hold	792	–	–	0.01%	311
2016 Q2	$32K	Hold	792	–	–	0.01%	316
2016 Q1	$31K	Hold	792	–	–	0.01%	477
2015 Q4	$28K	Hold	792	–	–	﹤0.01%	503
2015 Q3	$28K	Hold	792	–	–	0.01%	515
2015 Q2	$36K	Hold	792	–	–	0.01%	504
2015 Q1	$42K	Sell	792 -919	-54%	-$47.7K	0.01%	460
2014 Q4	$87K	Hold	1,711	–	–	0.02%	199
2014 Q3	$77K	Sell	1,711 -24	-1%	-$1.1K	0.02%	205
2014 Q2	$82K	Hold	1,735	–	–	0.02%	206
2014 Q1	$74K	Buy	1,735 +1,307	+305%	+$58.1K	0.02%	221
2013 Q4	$20K	Sell	428 -214	-33%	-$9.16K	﹤0.01%	406
2013 Q3	$27K	Buy	+642	New	+$28.6K	0.01%	302

Other funds holding IP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Reilly Financial Advisors's IP Position: Q4 2021 in Review

Reilly Financial Advisors reduced its International Paper (IP) stake by 5.4% in Q4 2021, selling an estimated $986 and leaving 350 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Reilly Financial Advisors first reported a position in IP in Q3 2013 and has held it in 34 quarters since. The position peaked at $87K in Q4 2014. 909 funds tracked by Wall St. Rank hold IP as of Q4 2021.

Reilly Financial Advisors held 350 shares of International Paper worth $16K as of Q4 2021.
Reilly Financial Advisors sold 20 International Paper shares in Q4 2021, an estimated $986.
International Paper made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #605 holding.
Reilly Financial Advisors first reported a position in International Paper in Q3 2013 and has held it in 34 quarters since.
Reilly Financial Advisors's International Paper position peaked at $87K in Q4 2014.
909 funds tracked by Wall St. Rank held International Paper as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.