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Laurel Wealth Advisors (California)’s Interparfums IPAR Stock Holding History

Laurel Wealth Advisors (California)’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 		$470K Buy
4,868
+215
+5% +$18.7K 0.05% 371
2022
Q3 		$351K Buy
4,653
+129
+3% +$10.2K 0.04% 435
2022
Q2 		$331K Sell
4,524
-2,113
-32% -$162K 0.03% 463
2022
Q1 		$584K Sell
6,637
-660
-9% -$61K 0.05% 369
2021
Q4 		$780K Buy
+7,297
New +$655K 0.06% 323

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

Laurel Wealth Advisors (California)'s IPAR Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Interparfums (IPAR) stake by 4.6% in Q4 2022, buying an estimated $18.7K and bringing the position to 4,868 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #371.

Laurel Wealth Advisors (California) first reported a position in IPAR in Q4 2021 and has held it in 5 quarters since. The position peaked at $780K in Q4 2021. 230 funds tracked by Wall St. Rank hold IPAR as of Q4 2022.

  • Laurel Wealth Advisors (California) held 4,868 shares of Interparfums worth $470K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 215 Interparfums shares in Q4 2022, an estimated $18.7K.
  • Interparfums made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #371 holding.
  • Laurel Wealth Advisors (California) first reported a position in Interparfums in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Interparfums position peaked at $780K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Interparfums as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.