D'Orazio & Associates’s International Paper IP Stock Holding History

D'Orazio & Associates’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 Q4	–	Sell	-471	Closed	-$25K	–	389
2021 Q3	$25K	Buy	+471	New	+$26.2K	0.01%	336
2020 Q2	–	Sell	-138	Closed	-$4K	–	347
2020 Q1	$4K	Buy	138 +2	+1%	+$74	﹤0.01%	266
2019 Q4	$6K	Buy	136 +2	+1%	+$84	﹤0.01%	274
2019 Q3	$5K	Buy	134 +1	+0.8%	+$39	﹤0.01%	281
2019 Q2	$5K	Sell	133 -20	-13%	-$847	﹤0.01%	276
2019 Q1	$7K	Buy	153 +23	+18%	+$997	﹤0.01%	260
2018 Q4	$5K	Buy	130 +1	+0.8%	+$42	﹤0.01%	245
2018 Q3	$6K	Buy	129 +1	+0.8%	+$50	﹤0.01%	233
2018 Q2	$6K	Buy	128 +2	+2%	+$102	﹤0.01%	227
2018 Q1	$6K	Buy	126 +1	+0.8%	+$56	﹤0.01%	228
2017 Q4	$7K	Buy	125 +1	+0.8%	+$54	﹤0.01%	246
2017 Q3	$7K	Hold	124	–	–	﹤0.01%	218
2017 Q2	$7K	Buy	124 +15	+14%	+$758	﹤0.01%	251
2017 Q1	$5K	Buy	109 +1	+0.9%	+$50	﹤0.01%	250
2016 Q4	$5K	Buy	108 +2	+2%	+$92	﹤0.01%	231
2016 Q3	$4K	Hold	106	–	–	﹤0.01%	239
2016 Q2	$4K	Buy	+106	New	+$4.21K	﹤0.01%	252
2015 Q4	–	Sell	-73	Closed	-$3K	–	287
2015 Q3	$3K	Buy	+73	New	+$3.09K	﹤0.01%	263

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

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

Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return