YWP
IP icon

YorkBridge Wealth Partners’s International Paper IP Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-4,982
Closed -$208K – 288
2022
Q2 		$208K Hold
4,982
– – 0.05% 266
2022
Q1 		$230K Sell
4,982
-232
-4% -$10.7K 0.05% 272
2021
Q4 		$245K Sell
5,214
-421
-7% -$20.8K 0.05% 254
2021
Q3 		$298K Sell
5,635
-5,473
-49% -$305K 0.08% 214
2021
Q2 		$645K Buy
11,108
+317
+3% +$18.1K 0.17% 106
2021
Q1 		$553K Buy
10,791
+1,110
+11% +$54K 0.16% 111
2020
Q4 		$456K Sell
9,681
-2,024
-17% -$90.5K 0.15% 111
2020
Q3 		$449K Buy
11,705
+386
+3% +$13.6K 0.19% 98
2020
Q2 		$377K Buy
11,319
+484
+4% +$15.4K 0.17% 107
2020
Q1 		$319K Sell
10,835
-169
-2% -$6.27K 0.2% 111
2019
Q4 		$480K Buy
11,004
+148
+1% +$6.21K 0.22% 108
2019
Q3 		$430K Sell
10,856
-1,582
-13% -$61.8K 0.22% 107
2019
Q2 		$510K Buy
12,438
+2,616
+27% +$111K 0.23% 94
2019
Q1 		$430K Sell
9,822
-364
-4% -$15.8K 0.2% 106
2018
Q4 		$389K Sell
10,186
-743
-7% -$31.2K 0.21% 105
2018
Q3 		$517K Buy
10,929
+2,241
+26% +$111K 0.24% 97
2018
Q2 		$428K Buy
8,688
+772
+10% +$39.4K 0.19% 114
2018
Q1 		$394K Buy
7,916
+542
+7% +$30.1K 0.18% 118
2017
Q4 		$415K Sell
7,374
-760
-9% -$40.8K 0.2% 110
2017
Q3 		$438K Sell
8,134
-170
-2% -$8.94K 0.23% 98
2017
Q2 		$448K Buy
8,304
+1,073
+15% +$54.2K 0.24% 91
2017
Q1 		$368K Sell
7,231
-897
-11% -$44.9K 0.19% 107
2016
Q4 		$376K Buy
+8,128
New +$376K 0.22% 101

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

YorkBridge Wealth Partners's IP Position: Q3 2022 in Review

YorkBridge Wealth Partners sold out of International Paper (IP) in Q3 2022, closing a stake of 4,982 shares — an estimated $208K sold.

YorkBridge Wealth Partners first reported a position in IP in Q4 2016 and held it in 23 quarters. The position peaked at $645K in Q2 2021. 805 funds tracked by Wall St. Rank hold IP as of Q3 2022.

  • YorkBridge Wealth Partners reported no remaining International Paper position as of Q3 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 4,982 International Paper shares in Q3 2022, an estimated $208K.
  • YorkBridge Wealth Partners first reported a position in International Paper in Q4 2016 and held it in 23 quarters.
  • YorkBridge Wealth Partners's International Paper position peaked at $645K in Q2 2021.
  • 805 funds tracked by Wall St. Rank held International Paper as of Q3 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.