GeoWealth Management’s Interparfums IPAR Stock Holding History

GeoWealth Management’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	-4	Closed	-$526	–	1436
2024 Q4	$526	Buy	+4	New	+$514	﹤0.01%	1727

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

WHG

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

GeoWealth Management's IPAR Position: Q1 2025 in Review

GeoWealth Management sold out of Interparfums (IPAR) in Q1 2025, closing a stake of 4 shares — an estimated $526 sold.

GeoWealth Management first reported a position in IPAR in Q4 2024 and held it in 1 quarter. The position peaked at $526 in Q4 2024. 291 funds tracked by Wall St. Rank hold IPAR as of Q1 2025.

GeoWealth Management reported no remaining Interparfums position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 4 Interparfums shares in Q1 2025, an estimated $526.
GeoWealth Management first reported a position in Interparfums in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Interparfums position peaked at $526 in Q4 2024.
291 funds tracked by Wall St. Rank held Interparfums as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.