RFA
IP icon

Resurgent Financial Advisors’s International Paper IP Stock Holding History

Resurgent 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
2024
Q1 		– Sell
-946
Closed -$34.2K – 333
2023
Q4 		$34.2K Sell
946
-165
-15% -$5.77K 0.02% 407
2023
Q3 		$39.4K Sell
1,111
-80
-7% -$2.72K 0.03% 360
2023
Q2 		$37.9K Buy
1,191
+13
+1% +$426 0.03% 375
2023
Q1 		$42.5K Buy
1,178
+390
+49% +$14.4K 0.03% 354
2022
Q4 		$27.3K Buy
+788
New +$27.2K 0.01% 554

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Resurgent Financial Advisors's IP Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of International Paper (IP) in Q1 2024, closing a stake of 946 shares — an estimated $34.2K sold.

Resurgent Financial Advisors first reported a position in IP in Q4 2022 and held it in 5 quarters. The position peaked at $42.5K in Q1 2023. 842 funds tracked by Wall St. Rank hold IP as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining International Paper position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 946 International Paper shares in Q1 2024, an estimated $34.2K.
  • Resurgent Financial Advisors first reported a position in International Paper in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's International Paper position peaked at $42.5K in Q1 2023.
  • 842 funds tracked by Wall St. Rank held International Paper as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.