LWM
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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
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