SOA Wealth Advisors’s International Paper IP Stock Holding History

SOA 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
2025 Q1	–	Sell	-50	Closed	-$2.69K	–	897
2024 Q4	$2.69K	Buy	+50	New	+$2.68K	﹤0.01%	662
2024 Q2	–	Sell	-1	Closed	-$39	–	886
2024 Q1	$39	Hold	1	–	–	﹤0.01%	899
2023 Q4	$36	Hold	1	–	–	﹤0.01%	898
2023 Q3	$35	Hold	1	–	–	﹤0.01%	928
2023 Q2	$32	Hold	1	–	–	﹤0.01%	926
2023 Q1	$36	Hold	1	–	–	﹤0.01%	954
2022 Q4	$35	Sell	1 -3	-75%	-$104	﹤0.01%	961
2022 Q3	$0	Sell	4 -15	-79%	-$613	﹤0.01%	895
2022 Q2	$0	Sell	19 -176	-90%	-$8.17K	﹤0.01%	910
2022 Q1	$8K	Hold	195	–	–	﹤0.01%	622
2021 Q4	$9K	Sell	195 -11	-5%	-$542	﹤0.01%	589
2021 Q3	$10K	Buy	206 +168	+442%	+$9.35K	﹤0.01%	589
2021 Q2	$2K	Sell	38 -13	-25%	-$742	﹤0.01%	772
2021 Q1	$2K	Sell	51 -12	-19%	-$584	﹤0.01%	713
2020 Q4	$2K	Buy	+63	New	+$2.82K	﹤0.01%	691

Other funds holding IP

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

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return