Williams Jones Wealth Management’s International Paper IP Stock Holding History

Williams Jones Wealth Management’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
2024 Q2	–	Sell	-6,150	Closed	-$240K	–	537
2024 Q1	$240K	Sell	6,150 -678	-10%	-$24.6K	﹤0.01%	466
2023 Q4	$247K	Sell	6,828 -1,011	-13%	-$35.3K	﹤0.01%	453
2023 Q3	$278K	Hold	7,839	–	–	﹤0.01%	429
2023 Q2	$249K	Hold	7,839	–	–	﹤0.01%	442
2023 Q1	$283K	Sell	7,839 -60	-0.8%	-$2.22K	﹤0.01%	453
2022 Q4	$274K	Sell	7,899 -291	-4%	-$10.1K	﹤0.01%	457
2022 Q3	$260K	Sell	8,190 -1,722	-17%	-$70.4K	﹤0.01%	457
2022 Q2	$415K	Buy	+9,912	New	+$460K	0.01%	394

Other funds holding IP

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Williams Jones Wealth Management's IP Position: Q2 2024 in Review

Williams Jones Wealth Management sold out of International Paper (IP) in Q2 2024, closing a stake of 6,150 shares — an estimated $240K sold.

Williams Jones Wealth Management first reported a position in IP in Q2 2022 and held it in 8 quarters. The position peaked at $415K in Q2 2022. 858 funds tracked by Wall St. Rank hold IP as of Q2 2024.

Williams Jones Wealth Management reported no remaining International Paper position as of Q2 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 6,150 International Paper shares in Q2 2024, an estimated $240K.
Williams Jones Wealth Management first reported a position in International Paper in Q2 2022 and held it in 8 quarters.
Williams Jones Wealth Management's International Paper position peaked at $415K in Q2 2022.
858 funds tracked by Wall St. Rank held International Paper as of Q2 2024.

Based on Williams Jones Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.