Avantax Advisory Services’s Interparfums IPAR Stock Holding History

Avantax Advisory Services’s Portfolio IPAR Stock Details IPAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$562K	Sell	4,277 -32	-0.7%	-$3.91K	﹤0.01%	1516
2025 Q1	$491K	Buy	4,309 +191	+5%	+$25.4K	﹤0.01%	1514
2024 Q4	$542K	Sell	4,118 -1,144	-22%	-$147K	﹤0.01%	1391
2024 Q3	$681K	Sell	5,262 -2,407	-31%	-$301K	﹤0.01%	1224
2024 Q2	$890K	Buy	7,669 +4,716	+160%	+$573K	0.01%	1049
2024 Q1	$415K	Hold	2,953	–	–	﹤0.01%	1138
2023 Q4	$425K	Sell	2,953 -172	-6%	-$22.5K	﹤0.01%	1063
2023 Q3	$420K	Buy	3,125 +1,338	+75%	+$183K	﹤0.01%	1025
2023 Q2	$242K	Buy	+1,787	New	+$250K	﹤0.01%	1299
2020 Q1	–	Sell	-4,003	Closed	-$291K	–	848
2019 Q4	$291K	Sell	4,003 -2,404	-38%	-$175K	0.01%	636
2019 Q3	$446K	Buy	6,407 +1,233	+24%	+$81.8K	0.02%	345
2019 Q2	$344K	Buy	+5,174	New	+$361K	0.02%	369

Other funds holding IPAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Avantax Advisory Services's IPAR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Interparfums (IPAR) stake by 0.74% in Q2 2025, selling an estimated $3.91K and leaving 4,277 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Avantax Advisory Services first reported a position in IPAR in Q2 2019 and has held it in 12 quarters since. The position peaked at $890K in Q2 2024. 314 funds tracked by Wall St. Rank hold IPAR as of Q2 2025.

Avantax Advisory Services held 4,277 shares of Interparfums worth $562K as of Q2 2025.
Avantax Advisory Services sold 32 Interparfums shares in Q2 2025, an estimated $3.91K.
Interparfums made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1516 holding.
Avantax Advisory Services first reported a position in Interparfums in Q2 2019 and has held it in 12 quarters since.
Avantax Advisory Services's Interparfums position peaked at $890K in Q2 2024.
314 funds tracked by Wall St. Rank held Interparfums as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.