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SteelPeak Wealth’s International Paper IP Stock Holding History

SteelPeak Wealth’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
2024
Q1 		– Sell
-23,034
Closed -$833K – 510
2023
Q4 		$833K Buy
23,034
+2,099
+10% +$73.4K 0.05% 227
2023
Q3 		$743K Buy
20,935
+6,033
+40% +$205K 0.05% 209
2023
Q2 		$474K Buy
+14,902
New +$488K 0.03% 254
2022
Q4 		– Sell
-7,700
Closed -$244K – 450
2022
Q3 		$244K Buy
+7,700
New +$315K 0.02% 347
2020
Q1 		– Sell
-20,271
Closed -$884K – 273
2019
Q4 		$884K Buy
+20,271
New +$851K 0.12% 141

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SteelPeak Wealth's IP Position: Q1 2024 in Review

SteelPeak Wealth sold out of International Paper (IP) in Q1 2024, closing a stake of 23,034 shares — an estimated $833K sold.

SteelPeak Wealth first reported a position in IP in Q4 2019 and held it in 5 quarters. The position peaked at $884K in Q4 2019. 842 funds tracked by Wall St. Rank hold IP as of Q1 2024.

  • SteelPeak Wealth reported no remaining International Paper position as of Q1 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 23,034 International Paper shares in Q1 2024, an estimated $833K.
  • SteelPeak Wealth first reported a position in International Paper in Q4 2019 and held it in 5 quarters.
  • SteelPeak Wealth's International Paper position peaked at $884K in Q4 2019.
  • 842 funds tracked by Wall St. Rank held International Paper as of Q1 2024.

Based on SteelPeak Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.