WAM
IP icon

Wealthspire Advisors (Maryland)’s International Paper IP Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-5,822
Closed -$254K – 468
2019
Q4 		$254K Sell
5,822
-3,556
-38% -$149K 0.02% 417
2019
Q3 		$371K Sell
9,378
-245
-3% -$9.57K 0.03% 308
2019
Q2 		$395K Buy
9,623
+2,437
+34% +$103K 0.03% 294
2019
Q1 		$315K Buy
7,186
+92
+1% +$3.99K 0.02% 344
2018
Q4 		$271K Buy
7,094
+3,514
+98% +$147K 0.02% 346
2018
Q3 		$167K Buy
3,580
+12
+0.3% +$595 0.01% 504
2018
Q2 		$176K Sell
3,568
-139
-4% -$7.1K 0.02% 501
2018
Q1 		$188K Sell
3,707
-410
-10% -$22.8K 0.02% 494
2017
Q4 		$226K Sell
4,117
-1,234
-23% -$66.2K 0.02% 441
2017
Q3 		$288K Sell
5,351
-3
-0.1% -$158 0.03% 371
2017
Q2 		$287K Buy
5,354
+799
+18% +$40.4K 0.03% 349
2017
Q1 		$219K Sell
4,555
-1,379
-23% -$69.1K 0.03% 363
2016
Q4 		$298K Sell
5,934
-316
-5% -$14.6K 0.04% 277
2016
Q3 		$284K Sell
6,250
-238
-4% -$10.5K 0.04% 286
2016
Q2 		$260K Buy
6,488
+1,392
+27% +$55.3K 0.04% 292
2016
Q1 		$198K Buy
5,096
+685
+16% +$23.9K 0.03% 360
2015
Q4 		$157K Buy
+4,411
New +$170K 0.03% 424

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IP Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of International Paper (IP) in Q1 2020, closing a stake of 5,822 shares — an estimated $254K sold.

Wealthspire Advisors (Maryland) first reported a position in IP in Q4 2015 and held it in 17 quarters. The position peaked at $395K in Q2 2019. 773 funds tracked by Wall St. Rank hold IP as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining International Paper position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,822 International Paper shares in Q1 2020, an estimated $254K.
  • Wealthspire Advisors (Maryland) first reported a position in International Paper in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s International Paper position peaked at $395K in Q2 2019.
  • 773 funds tracked by Wall St. Rank held International Paper as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.