EWA
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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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return