Winch Advisory Services’s Interparfums IPAR Stock Holding History

Winch Advisory 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
2021 Q1	–	Sell	-103	Closed	-$6K	–	463
2020 Q4	$6K	Hold	103	–	–	﹤0.01%	280
2020 Q3	$4K	Hold	103	–	–	﹤0.01%	277
2020 Q2	$5K	Buy	103 +1	+1%	+$45	﹤0.01%	260
2020 Q1	$5K	Hold	102	–	–	﹤0.01%	227
2019 Q4	$7K	Buy	102 +1	+1%	+$73	﹤0.01%	233
2019 Q3	$7K	Hold	101	–	–	﹤0.01%	222
2019 Q2	$7K	Buy	101 +1	+1%	+$70	﹤0.01%	232
2019 Q1	$8K	Hold	100	–	–	﹤0.01%	217
2018 Q4	$7K	Buy	+100	New	+$6K	﹤0.01%	203

Other funds holding IPAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Dimensional Fund Advisors

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

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

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return