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Selective Wealth Management’s International Paper IP Stock Holding History

Selective 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
2022
Q4 		– Sell
-100
Closed -$3K – 413
2022
Q3 		$3K Hold
100
– – ﹤0.01% 635
2022
Q2 		$4K Hold
100
– – ﹤0.01% 648
2022
Q1 		$5K Hold
100
– – ﹤0.01% 599
2021
Q4 		$5K Sell
100
-6
-6% -$296 ﹤0.01% 548
2021
Q3 		$6K Hold
106
– – ﹤0.01% 477
2021
Q2 		$6K Hold
106
– – ﹤0.01% 391
2021
Q1 		$5K Buy
106
+53
+100% +$2.58K ﹤0.01% 309
2020
Q4 		$2K Buy
+53
New +$2.37K ﹤0.01% 338

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Selective Wealth Management's IP Position: Q4 2022 in Review

Selective Wealth Management sold out of International Paper (IP) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in IP in Q4 2020 and held it in 8 quarters. The position peaked at $6K in Q3 2021. 810 funds tracked by Wall St. Rank hold IP as of Q4 2022.

  • Selective Wealth Management reported no remaining International Paper position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 100 International Paper shares in Q4 2022, an estimated $3K.
  • Selective Wealth Management first reported a position in International Paper in Q4 2020 and held it in 8 quarters.
  • Selective Wealth Management's International Paper position peaked at $6K in Q3 2021.
  • 810 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.