SOA Wealth Advisors’s International Paper IP Stock Holding History

SOA Wealth Advisors’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
2025 Q1	–	Sell	-50	Closed	-$2.69K	–	897
2024 Q4	$2.69K	Buy	+50	New	+$2.68K	﹤0.01%	662
2024 Q2	–	Sell	-1	Closed	-$39	–	886
2024 Q1	$39	Hold	1	–	–	﹤0.01%	899
2023 Q4	$36	Hold	1	–	–	﹤0.01%	898
2023 Q3	$35	Hold	1	–	–	﹤0.01%	928
2023 Q2	$32	Hold	1	–	–	﹤0.01%	926
2023 Q1	$36	Hold	1	–	–	﹤0.01%	954
2022 Q4	$35	Sell	1 -3	-75%	-$104	﹤0.01%	961
2022 Q3	$0	Sell	4 -15	-79%	-$613	﹤0.01%	894
2022 Q2	$0	Sell	19 -176	-90%	-$8.17K	﹤0.01%	909
2022 Q1	$8K	Hold	195	–	–	﹤0.01%	622
2021 Q4	$9K	Sell	195 -11	-5%	-$542	﹤0.01%	589
2021 Q3	$10K	Buy	206 +168	+442%	+$9.35K	﹤0.01%	589
2021 Q2	$2K	Sell	38 -13	-25%	-$742	﹤0.01%	772
2021 Q1	$2K	Sell	51 -12	-19%	-$584	﹤0.01%	713
2020 Q4	$2K	Buy	+63	New	+$2.82K	﹤0.01%	691

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOA Wealth Advisors's IP Position: Q1 2025 in Review

SOA Wealth Advisors sold out of International Paper (IP) in Q1 2025, closing a stake of 50 shares — an estimated $2.69K sold.

SOA Wealth Advisors first reported a position in IP in Q4 2020 and held it in 15 quarters. The position peaked at $10K in Q3 2021. 943 funds tracked by Wall St. Rank hold IP as of Q1 2025.

SOA Wealth Advisors reported no remaining International Paper position as of Q1 2025 after selling out during the quarter.
SOA Wealth Advisors sold 50 International Paper shares in Q1 2025, an estimated $2.69K.
SOA Wealth Advisors first reported a position in International Paper in Q4 2020 and held it in 15 quarters.
SOA Wealth Advisors's International Paper position peaked at $10K in Q3 2021.
943 funds tracked by Wall St. Rank held International Paper as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.