HSA
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HBK Sorce Advisory’s International Paper IP Stock Holding History

HBK Sorce Advisory’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
Q1 		– Sell
-7,811
Closed -$364K – 682
2025
Q4 		$364K Buy
7,811
+60
+0.8% +$2.47K 0.01% 440
2025
Q3 		$364K Buy
7,751
+432
+6% +$21.1K 0.01% 427
2025
Q2 		$343K Sell
7,319
-330
-4% -$15.6K 0.01% 428
2025
Q1 		$408K Buy
7,649
+391
+5% +$21.4K 0.01% 377
2024
Q4 		$391K Buy
7,258
+305
+4% +$16.4K 0.01% 392
2024
Q3 		$340K Sell
6,953
-20
-0.3% -$932 0.01% 420
2024
Q2 		$301K Buy
6,973
+119
+2% +$4.83K 0.01% 438
2024
Q1 		$267K Buy
6,854
+217
+3% +$7.87K 0.01% 482
2023
Q4 		$240K Buy
+6,637
New +$232K 0.01% 469
2022
Q2 		– Sell
-5,174
Closed -$239K – 513
2022
Q1 		$239K Sell
5,174
-643
-11% -$29.6K 0.01% 457
2021
Q4 		$273K Sell
5,817
-324
-5% -$16K 0.01% 473
2021
Q3 		$325K Buy
6,141
+207
+3% +$11.5K 0.02% 416
2021
Q2 		$345K Hold
5,934
– – 0.02% 418
2021
Q1 		$304K Sell
5,934
-47
-0.8% -$2.29K 0.02% 401
2020
Q4 		$282K Buy
+5,981
New +$267K 0.02% 394
2015
Q2 		– Sell
-3,933
Closed -$207K – 203
2015
Q1 		$207K Buy
+3,933
New +$204K 0.08% 176
2014
Q3 		– Sell
-4,475
Closed -$211K – 191
2014
Q2 		$211K Buy
+4,475
New +$196K 0.07% 181

Other funds holding IP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return