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River Wealth Advisors’s International Paper IP Stock Holding History

River 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
2019
Q1 		– Sell
-118
Closed -$5K – 316
2018
Q4 		$5K Buy
118
+2
+2% +$84 ﹤0.01% 467
2018
Q3 		$5K Buy
116
+1
+0.9% +$50 ﹤0.01% 497
2018
Q2 		$6K Buy
+115
New +$5.88K ﹤0.01% 486

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

River Wealth Advisors's IP Position: Q1 2019 in Review

River Wealth Advisors sold out of International Paper (IP) in Q1 2019, closing a stake of 118 shares — an estimated $5K sold.

River Wealth Advisors first reported a position in IP in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 886 funds tracked by Wall St. Rank hold IP as of Q1 2019.

  • River Wealth Advisors reported no remaining International Paper position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 118 International Paper shares in Q1 2019, an estimated $5K.
  • River Wealth Advisors first reported a position in International Paper in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's International Paper position peaked at $6K in Q2 2018.
  • 886 funds tracked by Wall St. Rank held International Paper as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.