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WR Wealth Planners’s International Paper IP Stock Holding History

WR Wealth Planners’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
Q4 		$6.51K Hold
121
– – ﹤0.01% 651
2024
Q3 		$5.91K Sell
121
-126
-51% -$5.87K ﹤0.01% 713
2024
Q2 		$10.7K Buy
247
+74
+43% +$3.01K ﹤0.01% 576
2024
Q1 		$6.75K Buy
+173
New +$6.28K ﹤0.01% 669
2023
Q4 		– Sell
-100
Closed -$3.55K – 513
2023
Q3 		$3.55K Hold
100
– – ﹤0.01% 718
2023
Q2 		$3.18K Hold
100
– – ﹤0.01% 730
2023
Q1 		$3.61K Buy
+100
New +$3.71K ﹤0.01% 724

Other funds holding IP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's IP Position: Q4 2024 in Review

WR Wealth Planners held its International Paper (IP) position steady in Q4 2024 at 121 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

WR Wealth Planners first reported a position in IP in Q1 2023 and has held it in 7 quarters since. The position peaked at $10.7K in Q2 2024. 949 funds tracked by Wall St. Rank hold IP as of Q4 2024.

  • WR Wealth Planners held 121 shares of International Paper worth $6.51K as of Q4 2024.
  • WR Wealth Planners left its International Paper share count unchanged in Q4 2024.
  • International Paper made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #651 holding.
  • WR Wealth Planners first reported a position in International Paper in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's International Paper position peaked at $10.7K in Q2 2024.
  • 949 funds tracked by Wall St. Rank held International Paper as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.