SWA
IP icon

Sutton Wealth Advisors’s International Paper IP Stock Holding History

Sutton Wealth Advisors’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
Q3 		$6.92K Buy
195
+38
+24% +$1.29K ﹤0.01% 534
2023
Q2 		$4.99K Buy
157
+59
+60% +$1.93K ﹤0.01% 567
2023
Q1 		$3.53K Sell
98
-10
-9% -$370 ﹤0.01% 564
2022
Q4 		$3.74K Sell
108
-22
-17% -$761 ﹤0.01% 1136
2022
Q3 		$4.12K Sell
130
-27
-17% -$1.1K ﹤0.01% 1101
2022
Q2 		$6.57K Sell
157
-5
-3% -$232 ﹤0.01% 1019
2022
Q1 		$7.48K Sell
162
-184
-53% -$8.47K ﹤0.01% 1016
2021
Q4 		$16.3K Buy
346
+226
+188% +$11.1K 0.01% 770
2021
Q3 		$6.38K Hold
120
– – ﹤0.01% 1018
2021
Q2 		$6.99K Hold
120
– – ﹤0.01% 994
2021
Q1 		$6.16K Buy
120
+10
+9% +$487 ﹤0.01% 978
2020
Q4 		$5.17K Buy
110
+24
+28% +$1.07K ﹤0.01% 970
2020
Q3 		$3.28K Sell
86
-8
-9% -$282 ﹤0.01% 1015
2020
Q2 		$3.13K Sell
94
-550
-85% -$17.5K ﹤0.01% 999
2020
Q1 		$19K Sell
644
-5
-0.8% -$186 0.01% 490
2019
Q4 		$28.3K Sell
649
-23
-3% -$965 0.01% 475
2019
Q3 		$26.6K Hold
672
– – 0.01% 487
2019
Q2 		$27.6K Buy
672
+15
+2% +$635 0.02% 479
2019
Q1 		$28.8K Buy
657
+22
+3% +$954 0.02% 459
2018
Q4 		$24.3K Buy
635
+561
+758% +$23.5K 0.02% 465
2018
Q3 		$3.44K Hold
74
– – ﹤0.01% 949
2018
Q2 		$3.65K Hold
74
– – ﹤0.01% 957
2018
Q1 		$3.74K Hold
74
– – ﹤0.01% 951
2017
Q4 		$4.06K Hold
74
– – ﹤0.01% 913
2017
Q3 		$3.98K Hold
74
– – ﹤0.01% 899
2017
Q2 		$3.96K Hold
74
– – ﹤0.01% 905
2017
Q1 		$3.56K Hold
74
– – ﹤0.01% 887
2016
Q4 		$3.71K Hold
74
– – ﹤0.01% 876
2016
Q3 		$3.36K Hold
74
– – ﹤0.01% 882
2016
Q2 		$2.97K Hold
74
– – ﹤0.01% 861
2016
Q1 		$2.87K Buy
+74
New +$2.58K ﹤0.01% 847

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sutton Wealth Advisors's IP Position: Q3 2023 in Review

Sutton Wealth Advisors increased its International Paper (IP) stake by 24% in Q3 2023, buying an estimated $1.29K and bringing the position to 195 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Sutton Wealth Advisors first reported a position in IP in Q1 2016 and has held it in 31 quarters since. The position peaked at $28.8K in Q1 2019. 798 funds tracked by Wall St. Rank hold IP as of Q3 2023.

  • Sutton Wealth Advisors held 195 shares of International Paper worth $6.92K as of Q3 2023.
  • Sutton Wealth Advisors bought 38 International Paper shares in Q3 2023, an estimated $1.29K.
  • International Paper made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #534 holding.
  • Sutton Wealth Advisors first reported a position in International Paper in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's International Paper position peaked at $28.8K in Q1 2019.
  • 798 funds tracked by Wall St. Rank held International Paper as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.