WJWM
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Williams Jones Wealth Management’s International Paper IP Stock Holding History

Williams Jones Wealth Management’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
2024
Q2 		– Sell
-6,150
Closed -$240K – 537
2024
Q1 		$240K Sell
6,150
-678
-10% -$24.6K ﹤0.01% 466
2023
Q4 		$247K Sell
6,828
-1,011
-13% -$35.3K ﹤0.01% 453
2023
Q3 		$278K Hold
7,839
– – ﹤0.01% 429
2023
Q2 		$249K Hold
7,839
– – ﹤0.01% 442
2023
Q1 		$283K Sell
7,839
-60
-0.8% -$2.22K ﹤0.01% 453
2022
Q4 		$274K Sell
7,899
-291
-4% -$10.1K ﹤0.01% 457
2022
Q3 		$260K Sell
8,190
-1,722
-17% -$70.4K ﹤0.01% 457
2022
Q2 		$415K Buy
+9,912
New +$460K 0.01% 394

Other funds holding IP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return