Sutton Wealth Advisors’s Interparfums IPAR Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-459	Closed	-$44.3K	–	1168
2022 Q4	$44.3K	Hold	459	–	–	0.02%	424
2022 Q3	$34.6K	Hold	459	–	–	0.01%	476
2022 Q2	$33.5K	Sell	459 -3	-0.6%	-$230	0.01%	502
2022 Q1	$40.7K	Buy	462 +2	+0.4%	+$185	0.01%	472
2021 Q4	$49.2K	Buy	460 +4	+0.9%	+$359	0.02%	421
2021 Q3	$34.1K	Hold	456	–	–	0.01%	511
2021 Q2	$32.8K	Hold	456	–	–	0.01%	543
2021 Q1	$32.3K	Hold	456	–	–	0.01%	525
2020 Q4	$27.6K	Hold	456	–	–	0.01%	522
2020 Q3	$17K	Hold	456	–	–	0.01%	591
2020 Q2	$22K	Hold	456	–	–	0.01%	505
2020 Q1	$21.1K	Hold	456	–	–	0.01%	464
2019 Q4	$33.2K	Hold	456	–	–	0.02%	428
2019 Q3	$31.9K	Hold	456	–	–	0.02%	431
2019 Q2	$30.3K	Hold	456	–	–	0.02%	453
2019 Q1	$34.6K	Hold	456	–	–	0.02%	392
2018 Q4	$29.9K	Hold	456	–	–	0.02%	397
2018 Q3	$29.4K	Hold	456	–	–	0.02%	448
2018 Q2	$24.4K	Hold	456	–	–	0.02%	522
2018 Q1	$21.5K	Hold	456	–	–	0.02%	542
2017 Q4	$19.8K	Hold	456	–	–	0.01%	561
2017 Q3	$18.8K	Hold	456	–	–	0.01%	570
2017 Q2	$16.7K	Hold	456	–	–	0.01%	592
2017 Q1	$16.7K	Hold	456	–	–	0.01%	578
2016 Q4	$14.9K	Hold	456	–	–	0.01%	585
2016 Q3	$14.7K	Hold	456	–	–	0.01%	553
2016 Q2	$13K	Hold	456	–	–	0.01%	565
2016 Q1	$14.1K	Buy	+456	New	+$11.9K	0.01%	529

Other funds holding IPAR

BlackRock New York $5.72T 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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Sutton Wealth Advisors's IPAR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Interparfums (IPAR) in Q1 2023, closing a stake of 459 shares — an estimated $44.3K sold.

Sutton Wealth Advisors first reported a position in IPAR in Q1 2016 and held it in 28 quarters. The position peaked at $49.2K in Q4 2021. 275 funds tracked by Wall St. Rank hold IPAR as of Q1 2023.

Sutton Wealth Advisors reported no remaining Interparfums position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 459 Interparfums shares in Q1 2023, an estimated $44.3K.
Sutton Wealth Advisors first reported a position in Interparfums in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Interparfums position peaked at $49.2K in Q4 2021.
275 funds tracked by Wall St. Rank held Interparfums as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.