UFF
IP icon

USA Financial Formulas’s International Paper IP Stock Holding History

USA Financial Formulas’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
2023
Q4 		– Sell
-8
Closed -$284 – 442
2023
Q3 		$284 Hold
8
– – ﹤0.01% 483
2023
Q2 		$254 Hold
8
– – ﹤0.01% 477
2023
Q1 		$288 Buy
+8
New +$296 ﹤0.01% 407
2022
Q3 		$0 Hold
8
– – ﹤0.01% 355
2022
Q2 		$0 Hold
8
– – ﹤0.01% 383
2022
Q1 		$0 Hold
8
– – ﹤0.01% 419
2021
Q4 		$0 Hold
8
– – ﹤0.01% 435
2021
Q3 		$0 Sell
8
-21,055
-100% -$1.17M ﹤0.01% 441
2021
Q2 		$1.22M Sell
21,063
-2,673
-11% -$153K 1.02% 19
2021
Q1 		$1.22M Buy
+23,736
New +$1.16M 0.99% 31

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return