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Safeguard Investment Advisory Group’s International Paper IP Stock Holding History

Safeguard Investment Advisory Group’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
-130
Closed -$6K – 377
2020
Q4 		$6K Buy
+130
New +$5.81K 0.01% 494

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BlackRock
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State Street
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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

Safeguard Investment Advisory Group's IP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of International Paper (IP) in Q1 2021, closing a stake of 130 shares — an estimated $6K sold.

Safeguard Investment Advisory Group first reported a position in IP in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 900 funds tracked by Wall St. Rank hold IP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining International Paper position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 130 International Paper shares in Q1 2021, an estimated $6K.
  • Safeguard Investment Advisory Group first reported a position in International Paper in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's International Paper position peaked at $6K in Q4 2020.
  • 900 funds tracked by Wall St. Rank held International Paper as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.