Edge Wealth Management’s International Paper IP Stock Holding History

Edge Wealth Management’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 Q1	–	Sell	-440	Closed	-$21K	–	263
2021 Q4	$21K	Sell	440 -25	-5%	-$1.23K	﹤0.01%	252
2021 Q3	$25K	Hold	465	–	–	﹤0.01%	241
2021 Q2	$27K	Hold	465	–	–	0.01%	241
2021 Q1	$24K	Hold	465	–	–	0.01%	249
2020 Q4	$22K	Hold	465	–	–	0.01%	238
2020 Q3	$18K	Hold	465	–	–	﹤0.01%	271
2020 Q2	$15K	Hold	465	–	–	﹤0.01%	409
2020 Q1	$13K	Hold	465	–	–	﹤0.01%	371
2019 Q4	$20K	Hold	465	–	–	﹤0.01%	335
2019 Q3	$18K	Hold	465	–	–	﹤0.01%	340
2019 Q2	$19K	Hold	465	–	–	﹤0.01%	346
2019 Q1	$20K	Hold	465	–	–	﹤0.01%	333
2018 Q4	$18K	Hold	465	–	–	0.01%	335
2018 Q3	$22K	Hold	465	–	–	0.01%	355
2018 Q2	$23K	Hold	465	–	–	0.01%	338
2018 Q1	$24K	Hold	465	–	–	0.01%	295
2017 Q4	$25K	Hold	465	–	–	0.01%	291
2017 Q3	$25K	Hold	465	–	–	0.01%	287
2017 Q2	$25K	Hold	465	–	–	0.01%	282
2017 Q1	$22K	Hold	465	–	–	0.01%	282
2016 Q4	$23K	Hold	465	–	–	0.01%	260
2016 Q3	$21K	Hold	465	–	–	0.01%	268
2016 Q2	$19K	Buy	+465	New	+$18.5K	0.01%	256

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

Franklin Resources

Franklin Resources San Mateo, California $408B 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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return