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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advocacy Wealth Management Services's IP Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of International Paper (IP) in Q4 2022, closing a stake of 18 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in IP in Q4 2016 and held it in 12 quarters. The position peaked at $13K in Q4 2017. 810 funds tracked by Wall St. Rank hold IP as of Q4 2022.

Advocacy Wealth Management Services reported no remaining International Paper position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 18 International Paper shares in Q4 2022, an estimated $1K.
Advocacy Wealth Management Services first reported a position in International Paper in Q4 2016 and held it in 12 quarters.
Advocacy Wealth Management Services's International Paper position peaked at $13K in Q4 2017.
810 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.