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Wealthcare Capital Management’s International Paper IP Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-664
Closed -$34K – 356
2021
Q1 		$34K Buy
+664
New +$32.3K ﹤0.01% 172
2020
Q2 		– Sell
-163
Closed -$5K – 142
2020
Q1 		$5K Buy
163
+140
+609% +$5.2K ﹤0.01% 170
2019
Q4 		$1K Buy
+23
New +$965 ﹤0.01% 639

Other funds holding IP

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthcare Capital Management's IP Position: Q2 2021 in Review

Wealthcare Capital Management sold out of International Paper (IP) in Q2 2021, closing a stake of 664 shares — an estimated $34K sold.

Wealthcare Capital Management first reported a position in IP in Q4 2019 and held it in 3 quarters. The position peaked at $34K in Q1 2021. 954 funds tracked by Wall St. Rank hold IP as of Q2 2021.

  • Wealthcare Capital Management reported no remaining International Paper position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 664 International Paper shares in Q2 2021, an estimated $34K.
  • Wealthcare Capital Management first reported a position in International Paper in Q4 2019 and held it in 3 quarters.
  • Wealthcare Capital Management's International Paper position peaked at $34K in Q1 2021.
  • 954 funds tracked by Wall St. Rank held International Paper as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.