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B.O.S.S. Retirement Advisors’s International Paper IP Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-50,334
Closed -$2.46M – 245
2024
Q3 		$2.46M Sell
50,334
-714
-1% -$33.3K 0.5% 57
2024
Q2 		$2.2M Sell
51,048
-4,409
-8% -$179K 0.56% 54
2024
Q1 		$2M Sell
55,457
-6,398
-10% -$232K 0.77% 46
2023
Q4 		$2.24M Sell
61,855
-2,907
-4% -$102K 0.43% 68
2023
Q3 		$2.3M Sell
64,762
-6,260
-9% -$213K 0.49% 58
2023
Q2 		$2.26M Sell
71,022
-5,469
-7% -$179K 0.48% 55
2023
Q1 		$2.76M Sell
76,491
-210
-0.3% -$7.78K 0.65% 41
2022
Q4 		$2.66M Buy
+76,701
New +$2.65M 0.68% 40

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 $5.7T 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 $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return