NFG
IP icon

Next Financial Group’s International Paper IP Stock Holding History

Next Financial Group’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 		$42K Buy
900
+142
+19% +$7K ﹤0.01% 1543
2021
Q3 		$40K Sell
758
-12,758
-94% -$710K ﹤0.01% 1507
2021
Q2 		$785K Buy
13,516
+3,791
+39% +$216K 0.06% 321
2021
Q1 		$498K Buy
9,725
+1,900
+24% +$92.5K 0.04% 422
2020
Q4 		$369K Buy
7,825
+6,801
+664% +$304K 0.04% 480
2020
Q3 		$39K Buy
+1,024
New +$36.2K ﹤0.01% 1183
2020
Q2 		– Sell
-771
Closed -$23K – 1218
2020
Q1 		$23K Sell
771
-703
-48% -$26.1K ﹤0.01% 1220
2019
Q4 		$64K Sell
1,474
-124
-8% -$5.2K 0.01% 1097
2019
Q3 		$64K Buy
1,598
+1
+0.1% +$39 0.01% 1062
2019
Q2 		$66K Buy
1,597
+325
+26% +$13.8K 0.01% 1069
2019
Q1 		$56K Buy
1,272
+404
+47% +$17.5K 0.01% 700
2018
Q4 		$33K Buy
868
+143
+20% +$6K 0.01% 932
2018
Q3 		$34K Buy
+725
New +$35.9K 0.02% 626
2017
Q4 		– Sell
-830
Closed -$45K – 807
2017
Q3 		$45K Sell
830
-743
-47% -$39.1K 0.01% 726
2017
Q2 		$84K Sell
1,573
-550
-26% -$27.8K 0.02% 598
2017
Q1 		$108K Sell
2,123
-610
-22% -$30.6K 0.03% 470
2016
Q4 		$137K Sell
2,733
-108
-4% -$4.99K 0.02% 590
2016
Q3 		$129K Buy
2,841
+1,482
+109% +$65.3K 0.02% 583
2016
Q2 		$54K Buy
1,359
+290
+27% +$11.5K 0.02% 634
2016
Q1 		$41K Buy
1,069
+1
+0.1% +$35 0.01% 682
2015
Q4 		$38K Buy
1,068
+2
+0.2% +$77 0.01% 706
2015
Q3 		$38K Sell
1,066
-1,138
-52% -$48.2K 0.01% 721
2015
Q2 		$99K Sell
2,204
-1,866
-46% -$92.5K 0.03% 471
2015
Q1 		$213K Buy
4,070
+10
+0.2% +$519 0.07% 299
2014
Q4 		$206K Sell
4,060
-14,610
-78% -$715K 0.07% 300
2014
Q3 		$844K Buy
18,670
+6,374
+52% +$293K 0.17% 135
2014
Q2 		$551K Buy
+12,296
New +$539K 0.29% 75

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

Next Financial Group's IP Position: Q4 2021 in Review

Next Financial Group increased its International Paper (IP) stake by 19% in Q4 2021, buying an estimated $7K and bringing the position to 900 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Next Financial Group first reported a position in IP in Q2 2014 and has held it in 27 quarters since. The position peaked at $844K in Q3 2014. 908 funds tracked by Wall St. Rank hold IP as of Q4 2021.

  • Next Financial Group held 900 shares of International Paper worth $42K as of Q4 2021.
  • Next Financial Group bought 142 International Paper shares in Q4 2021, an estimated $7K.
  • International Paper made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1543 holding.
  • Next Financial Group first reported a position in International Paper in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's International Paper position peaked at $844K in Q3 2014.
  • 908 funds tracked by Wall St. Rank held International Paper as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.