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TCI Wealth Advisors’s Interparfums IPAR Stock Holding History

TCI 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
Q2 		– Sell
-70
Closed -$9.96K – 1181
2023
Q1 		$9.96K Hold
70
– – ﹤0.01% 1093
2022
Q4 		$6.76K Hold
70
– – ﹤0.01% 1337
2022
Q3 		$5K Buy
70
+2
+3% +$158 ﹤0.01% 1469
2022
Q2 		$5K Buy
+68
New +$5.21K ﹤0.01% 1494
2022
Q1 		– Sell
-54
Closed -$6K – 2327
2021
Q4 		$6K Buy
+54
New +$4.85K ﹤0.01% 1541

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
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Wealth Advisors's IPAR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Interparfums (IPAR) in Q2 2023, closing a stake of 70 shares — an estimated $9.96K sold.

TCI Wealth Advisors first reported a position in IPAR in Q4 2021 and held it in 5 quarters. The position peaked at $9.96K in Q1 2023. 263 funds tracked by Wall St. Rank hold IPAR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Interparfums position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 70 Interparfums shares in Q2 2023, an estimated $9.96K.
  • TCI Wealth Advisors first reported a position in Interparfums in Q4 2021 and held it in 5 quarters.
  • TCI Wealth Advisors's Interparfums position peaked at $9.96K in Q1 2023.
  • 263 funds tracked by Wall St. Rank held Interparfums as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.