TrinityPoint Wealth’s International Paper IP Stock Holding History

TrinityPoint 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 Q4	$503K	Buy	9,339 +7	+0.1%	+$375	0.07%	224
2024 Q3	$456K	Buy	9,332 +8	+0.1%	+$373	0.07%	229
2024 Q2	$402K	Sell	9,324 -66	-0.7%	-$2.68K	0.06%	227
2024 Q1	$366K	Sell	9,390 -215	-2%	-$7.8K	0.06%	226
2023 Q4	$347K	Buy	9,605 +608	+7%	+$21.2K	0.06%	226
2023 Q3	$319K	Buy	+8,997	New	+$306K	0.06%	221
2019 Q4	–	Sell	-7,894	Closed	-$333K	–	212
2019 Q3	$333K	Buy	7,894 +24	+0.3%	+$938	0.12%	156
2019 Q2	$329K	Buy	7,870 +21	+0.3%	+$889	0.16%	119
2019 Q1	$344K	Sell	7,849 -297	-4%	-$12.9K	0.17%	117
2018 Q4	$311K	Buy	+8,146	New	+$342K	0.19%	117

Other funds holding IP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TrinityPoint Wealth's IP Position: Q4 2024 in Review

TrinityPoint Wealth increased its International Paper (IP) stake by 0.08% in Q4 2024, buying an estimated $375 and bringing the position to 9,339 shares worth $503K. The position accounts for 0.07% of the portfolio, ranked #224.

TrinityPoint Wealth first reported a position in IP in Q4 2018 and has held it in 10 quarters since. 948 funds tracked by Wall St. Rank hold IP as of Q4 2024.

TrinityPoint Wealth held 9,339 shares of International Paper worth $503K as of Q4 2024.
TrinityPoint Wealth bought 7 International Paper shares in Q4 2024, an estimated $375.
International Paper made up 0.07% of TrinityPoint Wealth's portfolio in Q4 2024, its #224 holding.
TrinityPoint Wealth first reported a position in International Paper in Q4 2018 and has held it in 10 quarters since.
948 funds tracked by Wall St. Rank held International Paper as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.