Sowell Financial Services’s International Paper IP Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-10,032	Closed	-$587K	–	1591
2021 Q1	$587K	Sell	10,032 -2,452	-20%	-$119K	0.02%	586
2020 Q4	$588K	Buy	12,484 +10,876	+676%	+$486K	0.03%	476
2020 Q3	$62K	Buy	1,608 +303	+23%	+$10.7K	﹤0.01%	1141
2020 Q2	$44K	Sell	1,305 -55	-4%	-$1.75K	﹤0.01%	1194
2020 Q1	$40K	Sell	1,360 -3,589	-73%	-$133K	﹤0.01%	1129
2019 Q4	$216K	Sell	4,949 -3,121	-39%	-$131K	0.02%	686
2019 Q3	$320K	Buy	+8,070	New	+$315K	0.03%	520
2019 Q1	$258K	Buy	+5,888	New	+$255K	0.03%	483
2017 Q1	–	Sell	-343	Closed	-$17K	–	410
2016 Q4	$17K	Buy	+343	New	+$15.9K	0.01%	437

Other funds holding IP

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's IP Position: Q2 2021 in Review

Sowell Financial Services sold out of International Paper (IP) in Q2 2021, closing a stake of 10,032 shares — an estimated $587K sold.

Sowell Financial Services first reported a position in IP in Q4 2016 and held it in 9 quarters. The position peaked at $588K in Q4 2020. 955 funds tracked by Wall St. Rank hold IP as of Q2 2021.

Sowell Financial Services reported no remaining International Paper position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 10,032 International Paper shares in Q2 2021, an estimated $587K.
Sowell Financial Services first reported a position in International Paper in Q4 2016 and held it in 9 quarters.
Sowell Financial Services's International Paper position peaked at $588K in Q4 2020.
955 funds tracked by Wall St. Rank held International Paper as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.