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Wealth Management Associates’s International Paper IP Stock Holding History

Wealth Management Associates’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
-8,278
Closed -$287K – 197
2022
Q4 		$287K Sell
8,278
-2,311
-22% -$79.9K 0.19% 129
2022
Q3 		$336K Buy
10,589
+68
+0.6% +$2.78K 0.24% 114
2022
Q2 		$440K Sell
10,521
-100
-0.9% -$4.64K 0.3% 83
2022
Q1 		$490K Buy
+10,621
New +$489K 0.28% 92

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

Wealth Management Associates's IP Position: Q1 2023 in Review

Wealth Management Associates sold out of International Paper (IP) in Q1 2023, closing a stake of 8,278 shares — an estimated $287K sold.

Wealth Management Associates first reported a position in IP in Q1 2022 and held it in 4 quarters. The position peaked at $490K in Q1 2022. 809 funds tracked by Wall St. Rank hold IP as of Q1 2023.

  • Wealth Management Associates reported no remaining International Paper position as of Q1 2023 after selling out during the quarter.
  • Wealth Management Associates sold 8,278 International Paper shares in Q1 2023, an estimated $287K.
  • Wealth Management Associates first reported a position in International Paper in Q1 2022 and held it in 4 quarters.
  • Wealth Management Associates's International Paper position peaked at $490K in Q1 2022.
  • 809 funds tracked by Wall St. Rank held International Paper as of Q1 2023.

Based on Wealth Management Associates's 13F filing for Q1 2023, filed 28 May 2025.