My Legacy Advisors’s International Paper IP Stock Holding History

My Legacy Advisors’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
2025 Q2	$1.21M	Buy	23,175 +548	+2%	+$25.9K	0.43%	61
2025 Q1	$1.21M	Buy	22,627 +1,235	+6%	+$67.6K	0.47%	58
2024 Q4	$1.19M	Sell	21,392 -513	-2%	-$27.5K	0.46%	58
2024 Q3	$1.07M	Sell	21,905 -4,169	-16%	-$194K	0.42%	66
2024 Q2	$1.13M	Buy	26,074 +285	+1%	+$11.6K	0.36%	72
2024 Q1	$1.01M	Sell	25,789 -105	-0.4%	-$3.81K	0.34%	79
2023 Q4	$979K	Buy	25,894 +630	+2%	+$22K	0.35%	84
2023 Q3	$866K	Buy	25,264 +943	+4%	+$32.1K	0.35%	86
2023 Q2	$774K	Buy	24,321 +1,970	+9%	+$64.5K	0.3%	107
2023 Q1	$802K	Buy	22,351 +4,671	+26%	+$173K	0.34%	95
2022 Q4	$731K	Buy	17,680 +825	+5%	+$28.5K	0.31%	119
2022 Q3	$550K	Buy	16,855 +865	+5%	+$35.4K	0.28%	134
2022 Q2	$675K	Buy	15,990 +1,495	+10%	+$69.4K	0.34%	111
2022 Q1	$669K	Buy	+14,495	New	+$667K	0.31%	111

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return