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Fortis Advisors’s International Paper IP Stock Holding History

Fortis 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
2022
Q4 		– Sell
-2,243
Closed -$71K – 269
2022
Q3 		$71K Hold
2,243
– – 0.05% 145
2022
Q2 		$94K Hold
2,243
– – 0.06% 133
2022
Q1 		$104K Buy
2,243
+653
+41% +$30.1K 0.06% 157
2021
Q4 		$75K Sell
1,590
-89
-5% -$4.39K 0.04% 153
2021
Q3 		$89K Hold
1,679
– – 0.05% 147
2021
Q2 		$97K Hold
1,679
– – 0.06% 147
2021
Q1 		$86K Hold
1,679
– – 0.06% 119
2020
Q4 		$79K Hold
1,679
– – 0.07% 93
2020
Q3 		$64K Sell
1,679
-105
-6% -$3.71K 0.06% 92
2020
Q2 		$59K Sell
1,784
-4,673
-72% -$149K 0.06% 105
2020
Q1 		$190K Buy
+6,457
New +$240K 0.13% 80

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
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return