One Wealth Advisors’s International Paper IP Stock Holding History

One 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
2023 Q1	–	Sell	-722	Closed	-$25K	–	393
2022 Q4	$25K	Buy	+722	New	+$25K	0.01%	498
2021 Q2	–	Sell	-4,735	Closed	-$242K	–	180
2021 Q1	$242K	Sell	4,735 -401	-8%	-$19.5K	0.09%	129
2020 Q4	$242K	Sell	5,136 -506	-9%	-$22.6K	0.13%	101
2020 Q3	$217K	Buy	+5,642	New	+$199K	0.15%	77
2020 Q1	–	Sell	-11,265	Closed	-$491K	–	116
2019 Q4	$491K	Buy	11,265 +472	+4%	+$19.8K	0.36%	39
2019 Q3	$427K	Sell	10,793 -371	-3%	-$14.5K	0.37%	36
2019 Q2	$458K	Buy	11,164 +8,311	+291%	+$352K	0.38%	40
2019 Q1	$125K	Buy	+2,853	New	+$124K	0.1%	159
2018 Q4	–	Sell	-454	Closed	-$21K	–	282
2018 Q3	$21K	Hold	454	–	–	0.02%	310
2018 Q2	$22K	Hold	454	–	–	0.02%	301
2018 Q1	$23K	Buy	454 +4	+0.9%	+$222	0.02%	291
2017 Q4	$25K	Buy	+450	New	+$24.2K	0.02%	316

Other funds holding IP

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

BlackRock New York $5.7T 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 $528B AUM 27.57% 1-Year Est. Return