WP
IP icon

WealthSource Partners’s International Paper IP Stock Holding History

WealthSource 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
2021
Q4 		– Sell
-3,901
Closed -$207K – 564
2021
Q3 		$207K Buy
3,901
+1
+0% +$56 0.02% 478
2021
Q2 		$226K Buy
+3,900
New +$223K 0.02% 421
2018
Q2 		– Sell
-4,700
Closed -$238K – 309
2018
Q1 		$238K Buy
4,700
+257
+6% +$14.3K 0.07% 243
2017
Q4 		$244K Buy
4,443
+151
+4% +$8.11K 0.08% 242
2017
Q3 		$231K Buy
4,292
+147
+4% +$7.73K 0.08% 245
2017
Q2 		$222K Buy
+4,145
New +$209K 0.08% 252

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
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
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return

WealthSource Partners's IP Position: Q4 2021 in Review

WealthSource Partners sold out of International Paper (IP) in Q4 2021, closing a stake of 3,901 shares — an estimated $207K sold.

WealthSource Partners first reported a position in IP in Q2 2017 and held it in 6 quarters. The position peaked at $244K in Q4 2017. 908 funds tracked by Wall St. Rank hold IP as of Q4 2021.

  • WealthSource Partners reported no remaining International Paper position as of Q4 2021 after selling out during the quarter.
  • WealthSource Partners sold 3,901 International Paper shares in Q4 2021, an estimated $207K.
  • WealthSource Partners first reported a position in International Paper in Q2 2017 and held it in 6 quarters.
  • WealthSource Partners's International Paper position peaked at $244K in Q4 2017.
  • 908 funds tracked by Wall St. Rank held International Paper as of Q4 2021.

Based on WealthSource Partners's 13F filing for Q4 2021, filed 14 Feb 2022.