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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

USA Financial Formulas's IP Position: Q4 2023 in Review

USA Financial Formulas sold out of International Paper (IP) in Q4 2023, closing a stake of 8 shares — an estimated $284 sold.

USA Financial Formulas first reported a position in IP in Q1 2021 and held it in 10 quarters. The position peaked at $1.22M in Q2 2021. 836 funds tracked by Wall St. Rank hold IP as of Q4 2023.

  • USA Financial Formulas reported no remaining International Paper position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 8 International Paper shares in Q4 2023, an estimated $284.
  • USA Financial Formulas first reported a position in International Paper in Q1 2021 and held it in 10 quarters.
  • USA Financial Formulas's International Paper position peaked at $1.22M in Q2 2021.
  • 836 funds tracked by Wall St. Rank held International Paper as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.