Vishria Bird Financial Group’s International Paper IP Stock Holding History

Vishria Bird Financial Group’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
2021 Q4	–	Sell	-4,213	Closed	-$223K	–	67
2021 Q3	$223K	Hold	4,213	–	–	0.12%	59
2021 Q2	$245K	Hold	4,213	–	–	0.12%	53
2021 Q1	$216K	Buy	+4,213	New	+$205K	0.12%	52
2019 Q2	–	Sell	-4,716	Closed	-$207K	–	53
2019 Q1	$207K	Buy	+4,716	New	+$204K	0.21%	48
2018 Q4	–	Sell	-4,716	Closed	-$220K	–	51
2018 Q3	$220K	Hold	4,716	–	–	0.19%	47
2018 Q2	$233K	Buy	+4,716	New	+$241K	0.22%	43

Other funds holding IP

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Vishria Bird Financial Group's IP Position: Q4 2021 in Review

Vishria Bird Financial Group sold out of International Paper (IP) in Q4 2021, closing a stake of 4,213 shares — an estimated $223K sold.

Vishria Bird Financial Group first reported a position in IP in Q2 2018 and held it in 6 quarters. The position peaked at $245K in Q2 2021. 909 funds tracked by Wall St. Rank hold IP as of Q4 2021.

Vishria Bird Financial Group reported no remaining International Paper position as of Q4 2021 after selling out during the quarter.
Vishria Bird Financial Group sold 4,213 International Paper shares in Q4 2021, an estimated $223K.
Vishria Bird Financial Group first reported a position in International Paper in Q2 2018 and held it in 6 quarters.
Vishria Bird Financial Group's International Paper position peaked at $245K in Q2 2021.
909 funds tracked by Wall St. Rank held International Paper as of Q4 2021.

Based on Vishria Bird Financial Group's 13F filing for Q4 2021, filed 27 Jan 2022.