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Concord Wealth Partners’s Interparfums IPAR Stock Holding History

Concord Wealth Partners’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
-7
Closed -$921 – 884
2024
Q4 		$921 Hold
7
– – ﹤0.01% 807
2024
Q3 		$906 Buy
+7
New +$876 ﹤0.01% 847

Other funds holding IPAR

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Vanguard Group
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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

Concord Wealth Partners's IPAR Position: Q1 2025 in Review

Concord Wealth Partners sold out of Interparfums (IPAR) in Q1 2025, closing a stake of 7 shares — an estimated $921 sold.

Concord Wealth Partners first reported a position in IPAR in Q3 2024 and held it in 2 quarters. The position peaked at $921 in Q4 2024. 291 funds tracked by Wall St. Rank hold IPAR as of Q1 2025.

  • Concord Wealth Partners reported no remaining Interparfums position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 7 Interparfums shares in Q1 2025, an estimated $921.
  • Concord Wealth Partners first reported a position in Interparfums in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Interparfums position peaked at $921 in Q4 2024.
  • 291 funds tracked by Wall St. Rank held Interparfums as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.