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Wingate Wealth Advisors’s International Paper IP Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-400
Closed -$21.5K – 252
2024
Q4 		$21.5K Buy
+400
New +$21.5K 0.02% 280

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wingate Wealth Advisors's IP Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of International Paper (IP) in Q1 2025, closing a stake of 400 shares — an estimated $21.5K sold.

Wingate Wealth Advisors first reported a position in IP in Q4 2024 and held it in 1 quarter. The position peaked at $21.5K in Q4 2024. 943 funds tracked by Wall St. Rank hold IP as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining International Paper position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 400 International Paper shares in Q1 2025, an estimated $21.5K.
  • Wingate Wealth Advisors first reported a position in International Paper in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's International Paper position peaked at $21.5K in Q4 2024.
  • 943 funds tracked by Wall St. Rank held International Paper as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.