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Trinity Legacy Partners’s International Paper IP Stock Holding History

Trinity Legacy Partners’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 		– Sell
-52,147
Closed -$2.5M – 97
2025
Q1 		$2.5M Sell
52,147
-13,767
-21% -$753K 0.63% 59
2024
Q4 		$3.55M Sell
65,914
-167
-0.3% -$8.96K 0.91% 49
2024
Q3 		$3.18M Sell
66,081
-713
-1% -$33.2K 0.82% 52
2024
Q2 		$2.88M Sell
66,794
-2,224
-3% -$90.3K 0.82% 47
2024
Q1 		$2.69M Buy
69,018
+7,474
+12% +$271K 0.79% 47
2023
Q4 		$2.22M Buy
61,544
+911
+2% +$31.8K 0.7% 50
2023
Q3 		$2.15M Buy
+60,633
New +$2.06M 0.74% 48
2022
Q3 		– Sell
-49,160
Closed -$2.08M – 87
2022
Q2 		$2.08M Buy
+49,160
New +$2.28M 0.81% 41

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Capital Research Global Investors
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return