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McGlone Suttner Wealth Management’s Interparfums IPAR Stock Holding History

McGlone Suttner Wealth 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
2024
Q1 		– Sell
-185
Closed -$26.6K – 483
2023
Q4 		$26.6K Buy
+185
New +$24.2K 0.01% 384

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McGlone Suttner Wealth Management's IPAR Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Interparfums (IPAR) in Q1 2024, closing a stake of 185 shares — an estimated $26.6K sold.

McGlone Suttner Wealth Management first reported a position in IPAR in Q4 2023 and held it in 1 quarter. The position peaked at $26.6K in Q4 2023. 281 funds tracked by Wall St. Rank hold IPAR as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Interparfums position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 185 Interparfums shares in Q1 2024, an estimated $26.6K.
  • McGlone Suttner Wealth Management first reported a position in Interparfums in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Interparfums position peaked at $26.6K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held Interparfums as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.