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Simplicity Solutions’s International Paper IP Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-7,754
Closed -$280K – 1131
2023
Q1 		$280K Buy
7,754
+1,391
+22% +$51.5K 0.01% 881
2022
Q4 		$220K Sell
6,363
-2,120
-25% -$73.3K 0.03% 585
2022
Q3 		$269K Buy
8,483
+239
+3% +$9.77K 0.04% 496
2022
Q2 		$345K Buy
8,244
+879
+12% +$40.8K 0.04% 394
2022
Q1 		$340K Buy
+7,365
New +$339K 0.04% 408
2021
Q4 		– Sell
-6,717
Closed -$356K – 531
2021
Q3 		$356K Sell
6,717
-612
-8% -$34.1K 0.05% 362
2021
Q2 		$425K Sell
7,329
-20
-0.3% -$1.14K 0.08% 269
2021
Q1 		$376K Sell
7,349
-35,781
-83% -$1.74M 0.08% 257
2020
Q4 		$2.03M Sell
43,130
-8,778
-17% -$393K 0.03% 381
2020
Q3 		$1.99M Sell
51,908
-5,396
-9% -$190K 0.04% 329
2020
Q2 		$1.91M Buy
57,304
+23,227
+68% +$740K 0.04% 316
2020
Q1 		$1M Buy
34,077
+12,873
+61% +$478K 0.03% 348
2019
Q4 		$925K Buy
21,204
+8,444
+66% +$354K 0.03% 398
2019
Q3 		$505K Buy
12,760
+1,576
+14% +$61.6K 0.02% 413
2019
Q2 		$459K Buy
+11,184
New +$474K 0.02% 372
2019
Q1 		– Sell
-6,442
Closed -$247K – 778
2018
Q4 		$247K Sell
6,442
-3,956
-38% -$166K 0.03% 510
2018
Q3 		$484K Sell
10,398
-16,724
-62% -$829K 0.03% 269
2018
Q2 		$1.34M Buy
27,122
+1,112
+4% +$56.8K 0.1% 122
2018
Q1 		$1.32M Sell
26,010
-1,301
-5% -$72.3K 0.11% 109
2017
Q4 		$1.5M Buy
27,311
+19,956
+271% +$1.07M 0.15% 94
2017
Q3 		$396K Sell
7,355
-21,963
-75% -$1.15M 0.27% 98
2017
Q2 		$1.57M Buy
29,318
+1,850
+7% +$93.5K 0.19% 94
2017
Q1 		$1.32M Buy
27,468
+3,730
+16% +$187K 0.2% 103
2016
Q4 		$1.19M Buy
23,738
+10,479
+79% +$485K 0.28% 77
2016
Q3 		$602K Sell
13,259
-8,777
-40% -$387K 0.29% 79
2016
Q2 		$884K Buy
22,036
+2,025
+10% +$80.5K 0.48% 49
2016
Q1 		$778K Buy
+20,011
New +$697K 0.48% 52

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
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Simplicity Solutions's IP Position: Q2 2023 in Review

Simplicity Solutions sold out of International Paper (IP) in Q2 2023, closing a stake of 7,754 shares — an estimated $280K sold.

Simplicity Solutions first reported a position in IP in Q1 2016 and held it in 27 quarters. The position peaked at $2.03M in Q4 2020. 779 funds tracked by Wall St. Rank hold IP as of Q2 2023.

  • Simplicity Solutions reported no remaining International Paper position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 7,754 International Paper shares in Q2 2023, an estimated $280K.
  • Simplicity Solutions first reported a position in International Paper in Q1 2016 and held it in 27 quarters.
  • Simplicity Solutions's International Paper position peaked at $2.03M in Q4 2020.
  • 779 funds tracked by Wall St. Rank held International Paper as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.