PCS
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Personal CFO Solutions’s Interparfums IPAR Stock Holding History

Personal CFO Solutions’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
Q3 		– Sell
-3,251
Closed -$377K – 578
2024
Q2 		$377K Sell
3,251
-214
-6% -$26K 0.06% 317
2024
Q1 		$487K Buy
3,465
+64
+2% +$9.06K 0.08% 259
2023
Q4 		$490K Buy
3,401
+417
+14% +$54.5K 0.08% 228
2023
Q3 		$401K Buy
2,984
+63
+2% +$8.64K 0.08% 248
2023
Q2 		$395K Buy
2,921
+34
+1% +$4.76K 0.08% 263
2023
Q1 		$411K Sell
2,887
-441
-13% -$54.4K 0.08% 232
2022
Q4 		$321K Buy
3,328
+211
+7% +$18.3K 0.07% 275
2022
Q3 		$235K Sell
3,117
-311
-9% -$24.6K 0.06% 317
2022
Q2 		$250K Buy
3,428
+490
+17% +$37.5K 0.06% 318
2022
Q1 		$259K Buy
2,938
+138
+5% +$12.8K 0.05% 373
2021
Q4 		$299K Buy
+2,800
New +$251K 0.06% 322

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
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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal CFO Solutions's IPAR Position: Q3 2024 in Review

Personal CFO Solutions sold out of Interparfums (IPAR) in Q3 2024, closing a stake of 3,251 shares — an estimated $377K sold.

Personal CFO Solutions first reported a position in IPAR in Q4 2021 and held it in 11 quarters. The position peaked at $490K in Q4 2023. 269 funds tracked by Wall St. Rank hold IPAR as of Q3 2024.

  • Personal CFO Solutions reported no remaining Interparfums position as of Q3 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 3,251 Interparfums shares in Q3 2024, an estimated $377K.
  • Personal CFO Solutions first reported a position in Interparfums in Q4 2021 and held it in 11 quarters.
  • Personal CFO Solutions's Interparfums position peaked at $490K in Q4 2023.
  • 269 funds tracked by Wall St. Rank held Interparfums as of Q3 2024.

Based on Personal CFO Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.