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Wagner Wealth Management (South Carolina)’s International Paper IP Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-100
Closed -$3K – 476
2022
Q3 		$3K Hold
100
– – ﹤0.01% 579
2022
Q2 		$4K Buy
+100
New +$4.64K ﹤0.01% 551
2022
Q1 		– Sell
-100
Closed -$5K – 427
2021
Q4 		$5K Buy
+100
New +$4.93K ﹤0.01% 565
2018
Q3 		$88K Hold
1,901
– – 0.06% 202
2018
Q2 		$94K Hold
1,901
– – 0.07% 183
2018
Q1 		$96K Hold
1,901
– – 0.07% 170
2017
Q4 		$112K Buy
+1,901
New +$102K 0.08% 165

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IP Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of International Paper (IP) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

Wagner Wealth Management (South Carolina) first reported a position in IP in Q4 2017 and held it in 7 quarters. The position peaked at $112K in Q4 2017. 811 funds tracked by Wall St. Rank hold IP as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining International Paper position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 100 International Paper shares in Q4 2022, an estimated $3K.
  • Wagner Wealth Management (South Carolina) first reported a position in International Paper in Q4 2017 and held it in 7 quarters.
  • Wagner Wealth Management (South Carolina)'s International Paper position peaked at $112K in Q4 2017.
  • 811 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.