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Evolution Wealth Advisors’s International Paper IP Stock Holding History

Evolution Wealth Advisors’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
-80
Closed -$4K – 383
2021
Q3 		$4K Hold
80
– – ﹤0.01% 558
2021
Q2 		$5K Hold
80
– – ﹤0.01% 517
2021
Q1 		$4K Hold
80
– – ﹤0.01% 557
2020
Q4 		$4K Hold
80
– – ﹤0.01% 481
2020
Q3 		$3K Buy
+80
New +$2.82K ﹤0.01% 502
2020
Q2 		– Sell
-148
Closed -$4K – 552
2020
Q1 		$4K Buy
+148
New +$5.49K ﹤0.01% 270
2019
Q4 		– Sell
-148
Closed -$6K – 656
2019
Q3 		$6K Buy
+148
New +$5.78K ﹤0.01% 250

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Evolution Wealth Advisors's IP Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of International Paper (IP) in Q4 2021, closing a stake of 80 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in IP in Q3 2019 and held it in 7 quarters. The position peaked at $6K in Q3 2019. 909 funds tracked by Wall St. Rank hold IP as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining International Paper position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 80 International Paper shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in International Paper in Q3 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's International Paper position peaked at $6K in Q3 2019.
  • 909 funds tracked by Wall St. Rank held International Paper as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.