SWA
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Stratos Wealth Advisors’s International Paper IP Stock Holding History

Stratos 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
2022
Q2 		– Sell
-4,666
Closed -$215K – 528
2022
Q1 		$215K Sell
4,666
-1,042
-18% -$48K 0.02% 495
2021
Q4 		$268K Sell
5,708
-37,011
-87% -$1.83M 0.02% 479
2021
Q3 		$2.26M Buy
42,719
+785
+2% +$43.7K 0.19% 144
2021
Q2 		$2.44M Buy
41,934
+3,018
+8% +$172K 0.22% 128
2021
Q1 		$1.99M Buy
38,916
+13,060
+51% +$636K 0.21% 124
2020
Q4 		$1.22M Buy
25,856
+2,345
+10% +$105K 0.17% 142
2020
Q3 		$903K Buy
23,511
+701
+3% +$24.7K 0.22% 117
2020
Q2 		$761K Buy
+22,810
New +$726K 0.23% 105

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return