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Joseph P. Lucia & Associates’s International Paper IP Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-45
Closed -$2K – 258
2022
Q2 		$2K Buy
+45
New +$2.09K ﹤0.01% 393
2020
Q1 		– Sell
-211
Closed -$9K – 470
2019
Q4 		$9K Hold
211
– – 0.01% 317
2019
Q3 		$8K Hold
211
– – 0.01% 332
2019
Q2 		$9K Buy
+211
New +$8.94K 0.01% 314

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Joseph P. Lucia & Associates's IP Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of International Paper (IP) in Q3 2022, closing a stake of 45 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in IP in Q2 2019 and held it in 4 quarters. The position peaked at $9K in Q4 2019. 805 funds tracked by Wall St. Rank hold IP as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining International Paper position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 45 International Paper shares in Q3 2022, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in International Paper in Q2 2019 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's International Paper position peaked at $9K in Q4 2019.
  • 805 funds tracked by Wall St. Rank held International Paper as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.