Venturi Wealth Management’s International Paper IP Stock Holding History

Venturi Wealth Management’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	-622	Closed	-$33.5K	–	1208
2024 Q4	$33.5K	Buy	622 +295	+90%	+$15.8K	﹤0.01%	1136
2024 Q3	$16K	Sell	327 -16	-5%	-$745	﹤0.01%	1079
2024 Q2	$14.8K	Buy	343 +50	+17%	+$2.03K	﹤0.01%	1008
2024 Q1	$11.4K	Sell	293 -788	-73%	-$28.6K	﹤0.01%	901
2023 Q4	$39.1K	Buy	1,081 +295	+38%	+$10.3K	﹤0.01%	535
2023 Q3	$27.9K	Buy	786 +753	+2,282%	+$25.6K	﹤0.01%	554
2023 Q2	$1.05K	Sell	33 -987	-97%	-$32.3K	﹤0.01%	1012
2023 Q1	$36.8K	Buy	+1,020	New	+$37.8K	﹤0.01%	507
2017 Q3	–	Sell	-4,224	Closed	-$226K	–	188
2017 Q2	$226K	Sell	4,224 -5,280	-56%	-$267K	0.05%	173
2017 Q1	$463K	Sell	9,504 -5,280	-36%	-$265K	0.11%	132
2016 Q4	$743K	Hold	14,784	–	–	0.21%	95
2016 Q3	$672K	Hold	14,784	–	–	0.22%	84
2016 Q2	$593K	Hold	14,784	–	–	0.2%	93
2016 Q1	$575K	Buy	14,784 +2,112	+17%	+$73.6K	0.21%	94
2015 Q4	$452K	Buy	+12,672	New	+$488K	0.21%	98

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

Venturi Wealth Management's IP Position: Q1 2025 in Review

Venturi Wealth Management sold out of International Paper (IP) in Q1 2025, closing a stake of 622 shares — an estimated $33.5K sold.

Venturi Wealth Management first reported a position in IP in Q4 2015 and held it in 15 quarters. The position peaked at $743K in Q4 2016. 943 funds tracked by Wall St. Rank hold IP as of Q1 2025.

Venturi Wealth Management reported no remaining International Paper position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 622 International Paper shares in Q1 2025, an estimated $33.5K.
Venturi Wealth Management first reported a position in International Paper in Q4 2015 and held it in 15 quarters.
Venturi Wealth Management's International Paper position peaked at $743K in Q4 2016.
943 funds tracked by Wall St. Rank held International Paper as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.