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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 – 301
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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $528B AUM 27.57% 1-Year Est. Return