Sugarloaf Wealth Management’s International Paper IP Stock Holding History

Sugarloaf Wealth Management’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
2023 Q2	–	Sell	-111	Closed	-$4K	–	704
2023 Q1	$4K	Sell	111 -18	-14%	-$667	﹤0.01%	566
2022 Q4	$4.48K	Sell	129 -1	-0.8%	-$35	﹤0.01%	593
2022 Q3	$5K	Hold	130	–	–	﹤0.01%	619
2022 Q2	$5K	Buy	130 +1	+0.8%	+$46	﹤0.01%	606
2022 Q1	$6K	Hold	129	–	–	﹤0.01%	549
2021 Q4	$6K	Sell	129 -7	-5%	-$345	﹤0.01%	573
2021 Q3	$7K	Hold	136	–	–	﹤0.01%	559
2021 Q2	$8K	Hold	136	–	–	﹤0.01%	525
2021 Q1	$7K	Buy	136 +1	+0.7%	+$49	﹤0.01%	545
2020 Q4	$6K	Hold	135	–	–	﹤0.01%	528
2020 Q3	$5K	Hold	135	–	–	﹤0.01%	518
2020 Q2	$5K	Hold	135	–	–	﹤0.01%	521
2020 Q1	$4K	Buy	135 +1	+0.7%	+$37	﹤0.01%	539
2019 Q4	$6K	Buy	+134	New	+$5.62K	﹤0.01%	514

Other funds holding IP

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Sugarloaf Wealth Management's IP Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of International Paper (IP) in Q2 2023, closing a stake of 111 shares — an estimated $4K sold.

Sugarloaf Wealth Management first reported a position in IP in Q4 2019 and held it in 14 quarters. The position peaked at $8K in Q2 2021. 779 funds tracked by Wall St. Rank hold IP as of Q2 2023.

Sugarloaf Wealth Management reported no remaining International Paper position as of Q2 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 111 International Paper shares in Q2 2023, an estimated $4K.
Sugarloaf Wealth Management first reported a position in International Paper in Q4 2019 and held it in 14 quarters.
Sugarloaf Wealth Management's International Paper position peaked at $8K in Q2 2021.
779 funds tracked by Wall St. Rank held International Paper as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.