PFO
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Pathstone Family Office’s International Paper IP Stock Holding History

Pathstone Family Office’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
Q3 		$1.16M Buy
+32,705
New +$1.11M 0.01% 656
2023
Q1 		– Sell
-7,974
Closed -$281K – 1365
2022
Q4 		$281K Buy
7,974
+541
+7% +$18.7K ﹤0.01% 1267
2022
Q3 		$240K Buy
7,433
+1,938
+35% +$79.2K ﹤0.01% 1288
2022
Q2 		$230K Buy
+5,495
New +$255K 0.01% 903
2021
Q1 		– Sell
-879
Closed -$41K – 990
2020
Q4 		$41K Buy
879
+448
+104% +$20K ﹤0.01% 551
2020
Q3 		$16K Buy
431
+396
+1,131% +$14K ﹤0.01% 522
2020
Q2 		$1K Sell
35
-396
-92% -$12.6K ﹤0.01% 672
2020
Q1 		$13K Buy
+431
New +$16K ﹤0.01% 486
2018
Q2 		– Sell
-343
Closed -$17K – 232
2018
Q1 		$17K Buy
+343
New +$19.1K 0.01% 172
2017
Q2 		– Sell
-8
Closed – – 516
2017
Q1 		$0 Buy
+8
New +$401 ﹤0.01% 599
2013
Q4 		– Sell
-220
Closed -$9K – 269
2013
Q3 		$9K Buy
+220
New +$9.79K 0.04% 186

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
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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