WP
IP icon

WealthPLAN Partners’s International Paper IP Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-466
Closed -$14.8K – 705
2023
Q2 		$14.8K Buy
466
+300
+181% +$9.83K ﹤0.01% 731
2023
Q1 		$5.99K Buy
+166
New +$6.15K ﹤0.01% 969
2018
Q4 		– Sell
-7,169
Closed -$311K – 267
2018
Q3 		$311K Buy
7,169
+1,327
+23% +$65.8K 0.06% 184
2018
Q2 		$288K Sell
5,842
-676
-10% -$34.5K 0.06% 194
2018
Q1 		$329K Buy
6,518
+752
+13% +$41.8K 0.07% 193
2017
Q4 		$316K Buy
+5,766
New +$310K 0.08% 153
2017
Q2 		– Sell
-454
Closed -$21.7K – 299
2017
Q1 		$21.7K Buy
+454
New +$22.7K 0.08% 182
2016
Q3 		$109K Sell
2,444
-1,844
-43% -$81.3K 0.04% 223
2016
Q2 		$98.2K Buy
+4,288
New +$170K 0.01% 619
2015
Q4 		$28.8K Buy
+893
New +$34.4K ﹤0.01% 777
2015
Q2 		$84K Sell
1,862
-2,990
-62% -$148K 0.04% 142
2015
Q1 		$255K Buy
+4,852
New +$252K 0.12% 100

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's IP Position: Q3 2023 in Review

WealthPLAN Partners sold out of International Paper (IP) in Q3 2023, closing a stake of 466 shares — an estimated $14.8K sold.

WealthPLAN Partners first reported a position in IP in Q1 2015 and held it in 12 quarters. The position peaked at $329K in Q1 2018. 797 funds tracked by Wall St. Rank hold IP as of Q3 2023.

  • WealthPLAN Partners reported no remaining International Paper position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 466 International Paper shares in Q3 2023, an estimated $14.8K.
  • WealthPLAN Partners first reported a position in International Paper in Q1 2015 and held it in 12 quarters.
  • WealthPLAN Partners's International Paper position peaked at $329K in Q1 2018.
  • 797 funds tracked by Wall St. Rank held International Paper as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.