BWG
IPAR icon

Berry Wealth Group’s Interparfums IPAR Stock Holding History

Berry Wealth Group’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
Q1 		– Sell
-2,110
Closed -$277K – 105
2024
Q4 		$277K Sell
2,110
-87
-4% -$11.2K 0.2% 64
2024
Q3 		$284K Buy
2,197
+347
+19% +$43.4K 0.2% 64
2024
Q2 		$215K Buy
1,850
+128
+7% +$15.5K 0.17% 73
2024
Q1 		$242K Buy
+1,722
New +$244K 0.2% 67

Other funds holding IPAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Berry Wealth Group's IPAR Position: Q1 2025 in Review

Berry Wealth Group sold out of Interparfums (IPAR) in Q1 2025, closing a stake of 2,110 shares — an estimated $277K sold.

Berry Wealth Group first reported a position in IPAR in Q1 2024 and held it in 4 quarters. The position peaked at $284K in Q3 2024. 291 funds tracked by Wall St. Rank hold IPAR as of Q1 2025.

  • Berry Wealth Group reported no remaining Interparfums position as of Q1 2025 after selling out during the quarter.
  • Berry Wealth Group sold 2,110 Interparfums shares in Q1 2025, an estimated $277K.
  • Berry Wealth Group first reported a position in Interparfums in Q1 2024 and held it in 4 quarters.
  • Berry Wealth Group's Interparfums position peaked at $284K in Q3 2024.
  • 291 funds tracked by Wall St. Rank held Interparfums as of Q1 2025.

Based on Berry Wealth Group's 13F filing for Q1 2025, filed 23 Apr 2025.