MLFP
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MPS Loria Financial Planners’s International Paper IP Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-40
Closed -$2K – 329
2021
Q1 		$2K Hold
40
– – ﹤0.01% 441
2020
Q4 		$2K Buy
+40
New +$1.79K ﹤0.01% 469

Other funds holding IP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MPS Loria Financial Planners's IP Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of International Paper (IP) in Q2 2021, closing a stake of 40 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in IP in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 954 funds tracked by Wall St. Rank hold IP as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining International Paper position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 40 International Paper shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in International Paper in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's International Paper position peaked at $2K in Q1 2021.
  • 954 funds tracked by Wall St. Rank held International Paper as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.