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Strategic Financial Concepts’s International Paper IP Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-12,382
Closed -$4.58K – 465
2024
Q2 		$4.58K Buy
+12,382
New +$503K ﹤0.01% 491

Other funds holding IP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Strategic Financial Concepts's IP Position: Q3 2024 in Review

Strategic Financial Concepts sold out of International Paper (IP) in Q3 2024, closing a stake of 12,382 shares — an estimated $4.58K sold.

Strategic Financial Concepts first reported a position in IP in Q2 2024 and held it in 1 quarter. The position peaked at $4.58K in Q2 2024. 873 funds tracked by Wall St. Rank hold IP as of Q3 2024.

  • Strategic Financial Concepts reported no remaining International Paper position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 12,382 International Paper shares in Q3 2024, an estimated $4.58K.
  • Strategic Financial Concepts first reported a position in International Paper in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's International Paper position peaked at $4.58K in Q2 2024.
  • 873 funds tracked by Wall St. Rank held International Paper as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.