HHM Wealth Advisors’s International Paper IP Stock Holding History

HHM 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
2025 Q2	–	Sell	-21	Closed	-$1.12K	–	897
2025 Q1	$1.12K	Hold	21	–	–	﹤0.01%	820
2024 Q4	$1.13K	Buy	+21	New	+$1.13K	﹤0.01%	835
2023 Q4	–	Sell	-618	Closed	-$21.9K	–	786
2023 Q3	$21.9K	Hold	618	–	–	﹤0.01%	387
2023 Q2	$19.7K	Hold	618	–	–	﹤0.01%	425
2023 Q1	$22.3K	Buy	618 +163	+36%	+$6.04K	﹤0.01%	401
2022 Q4	$15.8K	Hold	455	–	–	﹤0.01%	392
2022 Q3	$14K	Sell	455 -229	-33%	-$9.36K	﹤0.01%	389
2022 Q2	$29K	Hold	684	–	–	0.01%	363
2022 Q1	$32K	Hold	684	–	–	0.01%	369
2021 Q4	$32K	Sell	684 -38	-5%	-$1.87K	0.01%	357
2021 Q3	$38K	Buy	722 +242	+50%	+$13.5K	0.01%	331
2021 Q2	$28K	Hold	480	–	–	0.01%	361
2021 Q1	$25K	Hold	480	–	–	0.01%	350
2020 Q4	$23K	Hold	480	–	–	0.01%	341
2020 Q3	$18K	Hold	480	–	–	0.01%	324
2020 Q2	$16K	Hold	480	–	–	0.01%	329
2020 Q1	$14K	Buy	+480	New	+$17.8K	0.01%	334

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return