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 $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

ACM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Winch Advisory Services's IPAR Position: Q1 2021 in Review

Winch Advisory Services sold out of Interparfums (IPAR) in Q1 2021, closing a stake of 103 shares — an estimated $6K sold.

Winch Advisory Services first reported a position in IPAR in Q4 2018 and held it in 9 quarters. The position peaked at $8K in Q1 2019. 154 funds tracked by Wall St. Rank hold IPAR as of Q1 2021.

Winch Advisory Services reported no remaining Interparfums position as of Q1 2021 after selling out during the quarter.
Winch Advisory Services sold 103 Interparfums shares in Q1 2021, an estimated $6K.
Winch Advisory Services first reported a position in Interparfums in Q4 2018 and held it in 9 quarters.
Winch Advisory Services's Interparfums position peaked at $8K in Q1 2019.
154 funds tracked by Wall St. Rank held Interparfums as of Q1 2021.

Based on Winch Advisory Services's 13F filing for Q1 2021, filed 3 May 2021.