JGIA
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Jackson Grant Investment Advisers’s International Paper IP Stock Holding History

Jackson Grant Investment Advisers’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
-117
Closed -$4K – 325
2022
Q3 		$4K Buy
117
+1
+0.9% +$41 ﹤0.01% 327
2022
Q2 		$5K Hold
116
– – ﹤0.01% 335
2022
Q1 		$5K Hold
116
– – ﹤0.01% 341
2021
Q4 		$5K Sell
116
-6
-5% -$296 ﹤0.01% 277
2021
Q3 		$6K Hold
122
– – ﹤0.01% 339
2021
Q2 		$7K Hold
122
– – ﹤0.01% 350
2021
Q1 		$6K Buy
+122
New +$5.94K ﹤0.01% 347
2018
Q3 		– Sell
-479
Closed -$24K – 220
2018
Q2 		$24K Buy
+479
New +$24.5K 0.02% 182

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