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Sara-Bay Financial’s International Paper IP Stock Holding History

Sara-Bay Financial’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 		– Sell
-3,882
Closed -$206K – 83
2021
Q3 		$206K Sell
3,882
-119
-3% -$6.62K 0.08% 73
2021
Q2 		$232K Buy
4,001
+12
+0.3% +$685 0.09% 73
2021
Q1 		$204K Buy
+3,989
New +$194K 0.08% 76

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Charles Schwab
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

Sara-Bay Financial's IP Position: Q4 2021 in Review

Sara-Bay Financial sold out of International Paper (IP) in Q4 2021, closing a stake of 3,882 shares — an estimated $206K sold.

Sara-Bay Financial first reported a position in IP in Q1 2021 and held it in 3 quarters. The position peaked at $232K in Q2 2021. 909 funds tracked by Wall St. Rank hold IP as of Q4 2021.

  • Sara-Bay Financial reported no remaining International Paper position as of Q4 2021 after selling out during the quarter.
  • Sara-Bay Financial sold 3,882 International Paper shares in Q4 2021, an estimated $206K.
  • Sara-Bay Financial first reported a position in International Paper in Q1 2021 and held it in 3 quarters.
  • Sara-Bay Financial's International Paper position peaked at $232K in Q2 2021.
  • 909 funds tracked by Wall St. Rank held International Paper as of Q4 2021.

Based on Sara-Bay Financial's 13F filing for Q4 2021, filed 14 Jan 2022.