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Unique Wealth Strategies’s International Paper IP Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-25
Closed -$976 – 433
2024
Q2 		$976 Buy
+25
New +$1.01K ﹤0.01% 558

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Unique Wealth Strategies's IP Position: Q3 2024 in Review

Unique Wealth Strategies sold out of International Paper (IP) in Q3 2024, closing a stake of 25 shares — an estimated $976 sold.

Unique Wealth Strategies first reported a position in IP in Q2 2024 and held it in 1 quarter. The position peaked at $976 in Q2 2024. 873 funds tracked by Wall St. Rank hold IP as of Q3 2024.

  • Unique Wealth Strategies reported no remaining International Paper position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 25 International Paper shares in Q3 2024, an estimated $976.
  • Unique Wealth Strategies first reported a position in International Paper in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's International Paper position peaked at $976 in Q2 2024.
  • 873 funds tracked by Wall St. Rank held International Paper as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.