Atria Wealth Solutions’s International Paper IP Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$235K	Sell	5,024 -15,116	-75%	-$715K	0.01%	1283
2025 Q1	$1.07M	Sell	20,140 -7,421	-27%	-$406K	0.01%	858
2024 Q4	$1.48M	Buy	27,561 +6,670	+32%	+$358K	0.02%	758
2024 Q3	$1.02M	Sell	20,891 -617	-3%	-$28.7K	0.01%	909
2024 Q2	$928K	Sell	21,508 -116	-0.5%	-$4.71K	0.01%	928
2024 Q1	$844K	Buy	21,624 +1,248	+6%	+$45.3K	0.01%	988
2023 Q4	$737K	Sell	20,376 -1,915	-9%	-$66.9K	0.01%	1009
2023 Q3	$791K	Buy	22,291 +6,927	+45%	+$235K	0.01%	922
2023 Q2	$489K	Buy	15,364 +1,142	+8%	+$37.4K	0.01%	1171
2023 Q1	$513K	Sell	14,222 -6,287	-31%	-$233K	0.01%	1119
2022 Q4	$710K	Sell	20,509 -874	-4%	-$30.2K	0.01%	917
2022 Q3	$678K	Buy	+21,383	New	+$874K	0.01%	874
2022 Q2	–	Sell	-14,353	Closed	-$662K	–	1762
2022 Q1	$662K	Buy	+14,353	New	+$661K	0.01%	917

Other funds holding IP

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

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

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