CX Institutional’s International Paper IP Stock Holding History

CX Institutional’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
2026 Q2	$228K	Buy	5,987 +3,086	+106%	+$106K	0.01%	721
2026 Q1	$104K	Sell	2,901 -1,902	-40%	-$79K	﹤0.01%	848
2025 Q4	$189K	Sell	4,803 -116	-2%	-$4.77K	0.01%	728
2025 Q3	$228K	Buy	4,919 +172	+4%	+$8.4K	0.01%	650
2025 Q2	$222K	Buy	4,747 +851	+22%	+$40.2K	0.01%	595
2025 Q1	$208K	Sell	3,896 -43	-1%	-$2.35K	0.01%	591
2024 Q4	$212K	Buy	+3,939	New	+$211K	0.01%	508
2023 Q3	–	Sell	-99,423	Closed	-$3.16M	–	515
2023 Q2	$3.16M	Sell	99,423 -25,277	-20%	-$828K	0.16%	179
2023 Q1	$4.49M	Buy	+124,700	New	+$4.62M	0.24%	119
2022 Q3	–	Sell	-93,207	Closed	-$3.9M	–	796
2022 Q2	$3.9M	Sell	93,207 -25,155	-21%	-$1.17M	0.29%	86
2022 Q1	$5.46M	Buy	+118,362	New	+$5.45M	0.44%	54
2021 Q4	–	Sell	-3,020	Closed	-$160K	–	619
2021 Q3	$160K	Buy	3,020 +142	+5%	+$7.9K	0.01%	376
2021 Q2	$167K	Buy	2,878 +132	+5%	+$7.54K	0.01%	361
2021 Q1	$140K	Buy	2,746 +158	+6%	+$7.69K	0.01%	343
2020 Q4	$122K	Buy	2,588 +73	+3%	+$3.26K	0.01%	334
2020 Q3	$97K	Sell	2,515 -370	-13%	-$13.1K	0.01%	323
2020 Q2	$96K	Sell	2,885 -45,571	-94%	-$1.45M	0.01%	295
2020 Q1	$1.43M	Buy	48,456 +46,143	+1,995%	+$1.71M	0.23%	98
2019 Q4	$101K	Sell	2,313 -33	-1%	-$1.39K	0.02%	233
2019 Q3	$93K	Sell	2,346 -47,957	-95%	-$1.87M	0.02%	253
2019 Q2	$2.06M	Buy	50,303 +2,745	+6%	+$116K	0.33%	79
2019 Q1	$2.08M	Buy	47,558 +45,446	+2,152%	+$1.97M	0.37%	75
2018 Q4	$81K	Buy	2,112 +2,038	+2,754%	+$85.5K	0.02%	215
2018 Q3	$3K	Hold	74	–	–	﹤0.01%	312
2018 Q2	$4K	Buy	+74	New	+$3.78K	﹤0.01%	281

Other funds holding IP

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return