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UBP Investment Advisors’s International Paper IP Stock Holding History

UBP Investment 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
2022
Q3 		– Sell
-5,716
Closed -$240K – 91
2022
Q2 		$240K Sell
5,716
-116,248
-95% -$5.4M 0.1% 101
2022
Q1 		$5.63M Buy
121,964
+100,559
+470% +$4.63M 2.09% 17
2021
Q4 		$1.01M Sell
21,405
-844
-4% -$41.6K 0.37% 53
2021
Q3 		$1.18M Sell
22,249
-5,810
-21% -$323K 0.46% 46
2021
Q2 		$1.63M Buy
+28,059
New +$1.6M 0.6% 34

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

UBP Investment Advisors's IP Position: Q3 2022 in Review

UBP Investment Advisors sold out of International Paper (IP) in Q3 2022, closing a stake of 5,716 shares — an estimated $240K sold.

UBP Investment Advisors first reported a position in IP in Q2 2021 and held it in 5 quarters. The position peaked at $5.63M in Q1 2022. 805 funds tracked by Wall St. Rank hold IP as of Q3 2022.

  • UBP Investment Advisors reported no remaining International Paper position as of Q3 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 5,716 International Paper shares in Q3 2022, an estimated $240K.
  • UBP Investment Advisors first reported a position in International Paper in Q2 2021 and held it in 5 quarters.
  • UBP Investment Advisors's International Paper position peaked at $5.63M in Q1 2022.
  • 805 funds tracked by Wall St. Rank held International Paper as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.