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Turtle Creek Wealth Advisors’s International Paper IP Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-347
Closed -$12.5K – 496
2023
Q4 		$12.5K Buy
+347
New +$12.1K ﹤0.01% 513

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Turtle Creek Wealth Advisors's IP Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of International Paper (IP) in Q1 2024, closing a stake of 347 shares — an estimated $12.5K sold.

Turtle Creek Wealth Advisors first reported a position in IP in Q4 2023 and held it in 1 quarter. The position peaked at $12.5K in Q4 2023. 841 funds tracked by Wall St. Rank hold IP as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining International Paper position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 347 International Paper shares in Q1 2024, an estimated $12.5K.
  • Turtle Creek Wealth Advisors first reported a position in International Paper in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's International Paper position peaked at $12.5K in Q4 2023.
  • 841 funds tracked by Wall St. Rank held International Paper as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.