SW
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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 $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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return