SVB Wealth’s International Paper IP Stock Holding History

SVB 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
2025 Q1	–	Sell	-4,151	Closed	-$223K	–	1630
2024 Q4	$223K	Buy	+4,151	New	+$223K	﹤0.01%	652
2023 Q4	–	Sell	-5,834	Closed	-$207K	–	913
2023 Q3	$207K	Buy	+5,834	New	+$198K	﹤0.01%	736
2022 Q3	–	Sell	-6,949	Closed	-$291K	–	1005
2022 Q2	$291K	Buy	6,949 +1,911	+38%	+$88.7K	﹤0.01%	578
2022 Q1	$233K	Buy	+5,038	New	+$232K	﹤0.01%	657
2021 Q4	–	Sell	-26,872	Closed	-$1.42M	–	884
2021 Q3	$1.42M	Sell	26,872 -241	-0.9%	-$13.4K	0.02%	313
2021 Q2	$1.57M	Buy	27,113 +2,798	+12%	+$160K	0.02%	295
2021 Q1	$1.25M	Sell	24,315 -5,354	-18%	-$261K	0.02%	310
2020 Q4	$1.4M	Buy	29,669 +8,872	+43%	+$397K	0.02%	277
2020 Q3	$799K	Buy	20,797 +4,404	+27%	+$155K	0.01%	330
2020 Q2	$547K	Buy	+16,393	New	+$522K	0.01%	349

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SVB Wealth's IP Position: Q1 2025 in Review

SVB Wealth sold out of International Paper (IP) in Q1 2025, closing a stake of 4,151 shares — an estimated $223K sold.

SVB Wealth first reported a position in IP in Q2 2020 and held it in 10 quarters. The position peaked at $1.57M in Q2 2021. 943 funds tracked by Wall St. Rank hold IP as of Q1 2025.

SVB Wealth reported no remaining International Paper position as of Q1 2025 after selling out during the quarter.
SVB Wealth sold 4,151 International Paper shares in Q1 2025, an estimated $223K.
SVB Wealth first reported a position in International Paper in Q2 2020 and held it in 10 quarters.
SVB Wealth's International Paper position peaked at $1.57M in Q2 2021.
943 funds tracked by Wall St. Rank held International Paper as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.