Leelyn Smith’s International Paper IP Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-410	Closed	-$14.2K	–	262
2022 Q4	$14.2K	Sell	410 -1,050	-72%	-$36.3K	﹤0.01%	291
2022 Q3	$46K	Sell	1,460 -1,988	-58%	-$81.3K	0.02%	159
2022 Q2	$144K	Buy	3,448 +1,724	+100%	+$80K	0.04%	139
2022 Q1	$80K	Sell	1,724 -800	-32%	-$36.8K	0.02%	173
2021 Q4	$119K	Sell	2,524 -141	-5%	-$6.95K	0.03%	149
2021 Q3	$141K	Hold	2,665	–	–	0.04%	131
2021 Q2	$155K	Hold	2,665	–	–	0.05%	128
2021 Q1	$136K	Buy	2,665 +2,440	+1,084%	+$119K	0.04%	142
2020 Q4	$11K	Hold	225	–	–	﹤0.01%	267
2020 Q3	$9K	Sell	225 -1	-0.4%	-$35	﹤0.01%	269
2020 Q2	$8K	Hold	226	–	–	﹤0.01%	336
2020 Q1	$7K	Hold	226	–	–	﹤0.01%	265
2019 Q4	$10	Buy	+226	New	+$9.48K	﹤0.01%	263

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

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

T. Rowe Price Associates

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

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return