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Center for Financial Planning’s Interparfums IPAR Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-31
Closed -$2K – 600
2022
Q3 		$2K Buy
+31
New +$2.46K ﹤0.01% 532

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Center for Financial Planning's IPAR Position: Q4 2022 in Review

Center for Financial Planning sold out of Interparfums (IPAR) in Q4 2022, closing a stake of 31 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in IPAR in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 230 funds tracked by Wall St. Rank hold IPAR as of Q4 2022.

  • Center for Financial Planning reported no remaining Interparfums position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 31 Interparfums shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Interparfums in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Interparfums position peaked at $2K in Q3 2022.
  • 230 funds tracked by Wall St. Rank held Interparfums as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.