RYIA
IPAR icon

Roehl & Yi Investment Advisors’s Interparfums IPAR Stock Holding History

Roehl & Yi Investment Advisors’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
-1,522
Closed -$200K – 162
2024
Q4 		$200K Buy
+1,522
New +$196K 0.11% 148

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
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

Roehl & Yi Investment Advisors's IPAR Position: Q1 2025 in Review

Roehl & Yi Investment Advisors sold out of Interparfums (IPAR) in Q1 2025, closing a stake of 1,522 shares — an estimated $200K sold.

Roehl & Yi Investment Advisors first reported a position in IPAR in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 291 funds tracked by Wall St. Rank hold IPAR as of Q1 2025.

  • Roehl & Yi Investment Advisors reported no remaining Interparfums position as of Q1 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 1,522 Interparfums shares in Q1 2025, an estimated $200K.
  • Roehl & Yi Investment Advisors first reported a position in Interparfums in Q4 2024 and held it in 1 quarter.
  • Roehl & Yi Investment Advisors's Interparfums position peaked at $200K in Q4 2024.
  • 291 funds tracked by Wall St. Rank held Interparfums as of Q1 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2025, filed 29 May 2026.