Sowell Financial Services’s Interparfums IPAR Stock Holding History

Sowell Financial Services’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 Q3	–	Sell	-1,528	Closed	-$201K	–	1103
2025 Q2	$201K	Buy	+1,528	New	+$187K	0.01%	973
2021 Q2	–	Sell	-250	Closed	-$19K	–	1594
2021 Q1	$19K	Hold	250	–	–	﹤0.01%	2073
2020 Q4	$15K	Hold	250	–	–	﹤0.01%	1858
2020 Q3	$9K	Hold	250	–	–	﹤0.01%	1833
2020 Q2	$12K	Sell	250 -53	-17%	-$2.39K	﹤0.01%	1627
2020 Q1	$14K	Sell	303 -4	-1%	-$250	﹤0.01%	1501
2019 Q4	$22K	Buy	307 +4	+1%	+$291	﹤0.01%	1401
2019 Q3	$21K	Buy	+303	New	+$20.1K	﹤0.01%	1263

Other funds holding IPAR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return