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U.S. Capital Wealth Advisors’s International Paper IP Stock Holding History

U.S. Capital 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
Q1 		– Sell
-3,200
Closed -$111K – 1066
2022
Q4 		$111K Buy
+3,200
New +$111K 0.01% 719

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's IP Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of International Paper (IP) in Q1 2023, closing a stake of 3,200 shares — an estimated $111K sold.

U.S. Capital Wealth Advisors first reported a position in IP in Q4 2022 and held it in 1 quarter. The position peaked at $111K in Q4 2022. 809 funds tracked by Wall St. Rank hold IP as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining International Paper position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 3,200 International Paper shares in Q1 2023, an estimated $111K.
  • U.S. Capital Wealth Advisors first reported a position in International Paper in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's International Paper position peaked at $111K in Q4 2022.
  • 809 funds tracked by Wall St. Rank held International Paper as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.