Advocacy Wealth Management Services’s International Paper IP Stock Holding History

Advocacy Wealth Management Services’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 Q4	–	Sell	-18	Closed	-$1K	–	81
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	125
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	132
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	167
2021 Q4	$1K	Sell	18 -1	-5%	-$49	﹤0.01%	167
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	160
2021 Q2	$1K	Buy	+19	New	+$1.08K	﹤0.01%	175
2018 Q2	–	Sell	-186	Closed	-$9K	–	187
2018 Q1	$9K	Sell	186 -56	-23%	-$3.11K	0.01%	148
2017 Q4	$13K	Hold	242	–	–	0.01%	139
2017 Q3	$13K	Hold	242	–	–	0.01%	165
2017 Q2	$13K	Hold	242	–	–	﹤0.01%	163
2017 Q1	$12K	Hold	242	–	–	﹤0.01%	186
2016 Q4	$12K	Buy	+242	New	+$11.2K	﹤0.01%	180

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return