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USCA RIA’s International Paper IP Stock Holding History

USCA RIA’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
2021
Q2 		$202K Buy
+3,484
New +$199K 0.01% 543
2020
Q1 		– Sell
-32,357
Closed -$1.41M – 448
2019
Q4 		$1.41M Sell
32,357
-1,995
-6% -$83.7K 0.13% 213
2019
Q3 		$1.36M Sell
34,352
-93
-0.3% -$3.63K 0.13% 196
2019
Q2 		$1.41M Sell
34,445
-589
-2% -$24.9K 0.14% 186
2019
Q1 		$1.53M Sell
35,034
-1,656
-5% -$71.8K 0.17% 162
2018
Q4 		$1.4M Sell
36,690
-46,075
-56% -$1.93M 0.19% 143
2018
Q3 		$3.85M Sell
82,765
-61,328
-43% -$3.04M 0.39% 71
2018
Q2 		$7.11M Buy
144,093
+3,506
+2% +$179K 0.76% 33
2018
Q1 		$7.11M Sell
140,587
-4,884
-3% -$271K 0.78% 28
2017
Q4 		$7.98M Buy
145,471
+9,857
+7% +$529K 0.88% 26
2017
Q3 		$7.27M Hold
135,614
– – 0.94% 16
2017
Q2 		$7.27M Buy
135,614
+48,583
+56% +$2.46M 0.93% 16
2017
Q1 		$4.18M Sell
87,031
-15,658
-15% -$785K 0.61% 40
2016
Q4 		$5.16M Buy
102,689
+54,329
+112% +$2.51M 0.79% 27
2016
Q3 		$2.2M Sell
48,360
-16,119
-25% -$711K 0.36% 76
2016
Q2 		$2.59M Sell
64,479
-517
-0.8% -$20.5K 0.43% 59
2016
Q1 		$2.53M Buy
64,996
+17
+0% +$592 0.46% 54
2015
Q4 		$2.32M Sell
64,979
-798
-1% -$30.7K 0.5% 50
2015
Q3 		$2.35M Buy
65,777
+59,727
+987% +$2.53M 0.59% 41
2015
Q2 		$273K Buy
6,050
+1,005
+20% +$49.8K 0.07% 270
2015
Q1 		$265K Sell
5,045
-8,409
-63% -$436K 0.07% 273
2014
Q4 		$683K Buy
13,454
+1
+0% +$49 0.19% 139
2014
Q3 		$608K Sell
13,453
-3,002
-18% -$138K 0.19% 144
2014
Q2 		$776K Buy
16,455
+3,320
+25% +$146K 0.26% 114
2014
Q1 		$563K Buy
13,135
+4,832
+58% +$215K 0.2% 134
2013
Q4 		$380K Buy
+8,303
New +$355K 0.15% 162

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

USCA RIA's IP Position: Q2 2021 in Review

USCA RIA opened a new position in International Paper (IP) in Q2 2021: 3,484 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: USCA RIA previously reported a position in IP as recently as Q4 2019.

USCA RIA first reported a position in IP in Q4 2013 and has held it in 26 quarters since. The position peaked at $7.98M in Q4 2017. 954 funds tracked by Wall St. Rank hold IP as of Q2 2021.

  • USCA RIA held 3,484 shares of International Paper worth $202K as of Q2 2021.
  • International Paper was a new USCA RIA position in Q2 2021.
  • International Paper made up 0.01% of USCA RIA's portfolio in Q2 2021, its #543 holding.
  • USCA RIA first reported a position in International Paper in Q4 2013 and has held it in 26 quarters since.
  • USCA RIA's International Paper position peaked at $7.98M in Q4 2017.
  • 954 funds tracked by Wall St. Rank held International Paper as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.