WAM
IPAR icon

Wealthspire Advisors (Maryland)’s Interparfums IPAR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-30
Closed -$2K – 1204
2019
Q1 		$2K Hold
30
– – ﹤0.01% 2164
2018
Q4 		$2K Buy
30
+23
+329% +$1.38K ﹤0.01% 2091
2018
Q3 		$0 Hold
7
– – ﹤0.01% 2441
2018
Q2 		$0 Hold
7
– – ﹤0.01% 2499
2018
Q1 		$0 Hold
7
– – ﹤0.01% 2564
2017
Q4 		$0 Hold
7
– – ﹤0.01% 2489
2017
Q3 		$0 Buy
+7
New +$270 ﹤0.01% 2347

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IPAR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Interparfums (IPAR) in Q2 2019, closing a stake of 30 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in IPAR in Q3 2017 and held it in 7 quarters. The position peaked at $2K in Q1 2019. 197 funds tracked by Wall St. Rank hold IPAR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Interparfums position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 30 Interparfums shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Interparfums in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Interparfums position peaked at $2K in Q1 2019.
  • 197 funds tracked by Wall St. Rank held Interparfums as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.