Liberty Wealth Management’s International Paper IP Stock Holding History

Liberty Wealth Management’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	-395	Closed	-$21K	–	618
2021 Q3	$21K	Buy	395 +22	+6%	+$1.23K	0.01%	636
2021 Q2	$22K	Buy	373 +2	+0.5%	+$114	0.01%	487
2021 Q1	$17K	Hold	371	–	–	0.01%	487
2020 Q4	$17K	Buy	371 +21	+6%	+$939	0.01%	483
2020 Q3	$13K	Sell	350 -152	-30%	-$5.37K	0.01%	476
2020 Q2	$17K	Buy	502 +155	+45%	+$4.93K	0.01%	403
2020 Q1	$10K	Buy	347 +119	+52%	+$4.42K	0.01%	458
2019 Q4	$10K	Buy	228 +96	+73%	+$4.03K	0.01%	537
2019 Q3	$5K	Buy	132 +18	+16%	+$703	﹤0.01%	635
2019 Q2	$5K	Buy	+114	New	+$4.83K	﹤0.01%	659
2019 Q1	–	Sell	-101	Closed	-$3K	–	782
2018 Q4	$3K	Buy	+101	New	+$4.24K	﹤0.01%	633

Other funds holding IP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Liberty Wealth Management's IP Position: Q4 2021 in Review

Liberty Wealth Management sold out of International Paper (IP) in Q4 2021, closing a stake of 395 shares — an estimated $21K sold.

Liberty Wealth Management first reported a position in IP in Q4 2018 and held it in 11 quarters. The position peaked at $22K in Q2 2021. 909 funds tracked by Wall St. Rank hold IP as of Q4 2021.

Liberty Wealth Management reported no remaining International Paper position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 395 International Paper shares in Q4 2021, an estimated $21K.
Liberty Wealth Management first reported a position in International Paper in Q4 2018 and held it in 11 quarters.
Liberty Wealth Management's International Paper position peaked at $22K in Q2 2021.
909 funds tracked by Wall St. Rank held International Paper as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.