Sowell Financial Services’s International Paper IP Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-10,032	Closed	-$587K	–	1592
2021 Q1	$587K	Sell	10,032 -2,452	-20%	-$119K	0.02%	586
2020 Q4	$588K	Buy	12,484 +10,876	+676%	+$486K	0.03%	476
2020 Q3	$62K	Buy	1,608 +303	+23%	+$10.7K	﹤0.01%	1141
2020 Q2	$44K	Sell	1,305 -55	-4%	-$1.75K	﹤0.01%	1194
2020 Q1	$40K	Sell	1,360 -3,589	-73%	-$133K	﹤0.01%	1129
2019 Q4	$216K	Sell	4,949 -3,121	-39%	-$131K	0.02%	686
2019 Q3	$320K	Buy	+8,070	New	+$315K	0.03%	520
2019 Q1	$258K	Buy	+5,888	New	+$255K	0.03%	483
2017 Q1	–	Sell	-343	Closed	-$17K	–	412
2016 Q4	$17K	Buy	+343	New	+$15.9K	0.01%	437

Other funds holding IP

T. Rowe Price Associates

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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 $528B AUM 27.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return