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Sound Financial Strategies Group’s International Paper IP Stock Holding History

Sound Financial Strategies 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
2022
Q1 		– Sell
-11,291
Closed -$530K – 87
2021
Q4 		$530K Sell
11,291
-605
-5% -$29.8K 0.27% 73
2021
Q3 		$630K Buy
11,896
+823
+7% +$45.8K 0.32% 45
2021
Q2 		$643K Buy
+11,073
New +$632K 0.32% 28

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Sound Financial Strategies Group's IP Position: Q1 2022 in Review

Sound Financial Strategies Group sold out of International Paper (IP) in Q1 2022, closing a stake of 11,291 shares — an estimated $530K sold.

Sound Financial Strategies Group first reported a position in IP in Q2 2021 and held it in 3 quarters. The position peaked at $643K in Q2 2021. 876 funds tracked by Wall St. Rank hold IP as of Q1 2022.

  • Sound Financial Strategies Group reported no remaining International Paper position as of Q1 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 11,291 International Paper shares in Q1 2022, an estimated $530K.
  • Sound Financial Strategies Group first reported a position in International Paper in Q2 2021 and held it in 3 quarters.
  • Sound Financial Strategies Group's International Paper position peaked at $643K in Q2 2021.
  • 876 funds tracked by Wall St. Rank held International Paper as of Q1 2022.

Based on Sound Financial Strategies Group's 13F filing for Q1 2022, filed 5 May 2022.