WFA
IP icon

West Financial Advisors’s International Paper IP Stock Holding History

West Financial Advisors’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
2022
Q2 		– Sell
-132
Closed -$6K – 183
2022
Q1 		$6K Buy
+132
New +$6.08K ﹤0.01% 159

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

West Financial Advisors's IP Position: Q2 2022 in Review

West Financial Advisors sold out of International Paper (IP) in Q2 2022, closing a stake of 132 shares — an estimated $6K sold.

West Financial Advisors first reported a position in IP in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 861 funds tracked by Wall St. Rank hold IP as of Q2 2022.

  • West Financial Advisors reported no remaining International Paper position as of Q2 2022 after selling out during the quarter.
  • West Financial Advisors sold 132 International Paper shares in Q2 2022, an estimated $6K.
  • West Financial Advisors first reported a position in International Paper in Q1 2022 and held it in 1 quarter.
  • West Financial Advisors's International Paper position peaked at $6K in Q1 2022.
  • 861 funds tracked by Wall St. Rank held International Paper as of Q2 2022.

Based on West Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.