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Patriot Financial Group Insurance Agency’s Interparfums IPAR Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-4
Closed – – 1914
2020
Q3 		$0 Sell
4
-5
-56% -$215 ﹤0.01% 1754
2020
Q2 		$0 Hold
9
– – ﹤0.01% 1743
2020
Q1 		$0 Hold
9
– – ﹤0.01% 1644
2019
Q4 		$1K Hold
9
– – ﹤0.01% 1206
2019
Q3 		$1K Hold
9
– – ﹤0.01% 1190
2019
Q2 		$1K Hold
9
– – ﹤0.01% 1256
2019
Q1 		$1K Hold
9
– – ﹤0.01% 1128
2018
Q4 		$1K Buy
+9
New +$540 ﹤0.01% 906

Other funds holding IPAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IPAR Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Interparfums (IPAR) in Q4 2020, closing a stake of 4 shares.

Patriot Financial Group Insurance Agency first reported a position in IPAR in Q4 2018 and held it in 8 quarters. The position peaked at $1K in Q4 2019. 151 funds tracked by Wall St. Rank hold IPAR as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Interparfums position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 Interparfums shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Interparfums in Q4 2018 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's Interparfums position peaked at $1K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Interparfums as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.