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Robertson Stephens Wealth Management’s International Paper IP Stock Holding History

Robertson Stephens 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
2023
Q3 		– Sell
-6,499
Closed -$207K – 457
2023
Q2 		$207K Buy
+6,499
New +$213K 0.01% 405
2023
Q1 		– Sell
-11,224
Closed -$389K – 451
2022
Q4 		$389K Buy
11,224
+1,204
+12% +$41.6K 0.04% 294
2022
Q3 		$317K Buy
+10,020
New +$410K 0.03% 272

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Robertson Stephens Wealth Management's IP Position: Q3 2023 in Review

Robertson Stephens Wealth Management sold out of International Paper (IP) in Q3 2023, closing a stake of 6,499 shares — an estimated $207K sold.

Robertson Stephens Wealth Management first reported a position in IP in Q3 2022 and held it in 3 quarters. The position peaked at $389K in Q4 2022. 797 funds tracked by Wall St. Rank hold IP as of Q3 2023.

  • Robertson Stephens Wealth Management reported no remaining International Paper position as of Q3 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 6,499 International Paper shares in Q3 2023, an estimated $207K.
  • Robertson Stephens Wealth Management first reported a position in International Paper in Q3 2022 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's International Paper position peaked at $389K in Q4 2022.
  • 797 funds tracked by Wall St. Rank held International Paper as of Q3 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.