BWL
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Bogart Wealth LLC’s Interparfums IPAR Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		$908 Hold
10
– – ﹤0.01% 1471
2025
Q4 		$848 Hold
10
– – ﹤0.01% 1356
2025
Q3 		$984 Hold
10
– – ﹤0.01% 1290
2025
Q2 		$1.31K Hold
10
– – ﹤0.01% 1182
2025
Q1 		$1.14K Sell
10
-12
-55% -$1.59K ﹤0.01% 1164
2024
Q4 		$2.89K Buy
+22
New +$2.83K ﹤0.01% 1020

Other funds holding IPAR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return