Evoke Wealth’s International Paper IP Stock Holding History

Evoke Wealth’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	-114	Closed	-$4K	–	743
2022 Q3	$4K	Sell	114 -80	-41%	-$3.27K	﹤0.01%	921
2022 Q2	$8K	Buy	194 +16	+9%	+$743	﹤0.01%	807
2022 Q1	$8K	Buy	178 +64	+56%	+$2.95K	﹤0.01%	808
2021 Q4	$5K	Sell	114 -6	-5%	-$296	﹤0.01%	895
2021 Q3	$6K	Sell	120 -77	-39%	-$4.29K	﹤0.01%	816
2021 Q2	$11K	Buy	197 +17	+9%	+$970	﹤0.01%	738
2021 Q1	$9K	Buy	180 +52	+41%	+$2.53K	﹤0.01%	706
2020 Q4	$6K	Hold	128	–	–	﹤0.01%	676
2020 Q3	$5K	Sell	128 -31	-19%	-$1.09K	﹤0.01%	671
2020 Q2	$5K	Sell	159 -693	-81%	-$22.1K	﹤0.01%	668
2020 Q1	$25.1K	Buy	852 +523	+159%	+$19.4K	﹤0.01%	406
2019 Q4	$14.4K	Buy	329 +25	+8%	+$1.05K	﹤0.01%	663
2019 Q3	$12.1K	Buy	+304	New	+$11.9K	﹤0.01%	781

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