HT
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Heritage Trust’s International Paper IP Stock Holding History

Heritage Trust’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
2021
Q4 		– Sell
-30,337
Closed -$1.61M – 246
2021
Q3 		$1.61M Buy
+30,337
New +$1.69M 0.23% 107
2019
Q1 		– Sell
-185
Closed -$7K – 295
2018
Q4 		$7K Sell
185
-185
-50% -$7.76K ﹤0.01% 330
2018
Q3 		$17K Hold
370
– – 0.01% 277
2018
Q2 		$18K Hold
370
– – 0.01% 261
2018
Q1 		$19K Hold
370
– – 0.01% 251
2017
Q4 		$20K Sell
370
-117
-24% -$6.28K 0.01% 239
2017
Q3 		$26K Buy
487
+223
+84% +$11.7K 0.01% 229
2017
Q2 		$14K Buy
+264
New +$13.3K 0.01% 243

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return