Advisory Services Network’s IAA, Inc. Common Stock IAA Stock Holding History

Advisory Services Network’s Portfolio IAA Stock Details IAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,900	Closed	-$156K	–	4176
2022 Q4	$156K	Buy	+3,900	New	+$147K	﹤0.01%	1384
2021 Q3	–	Sell	-1,200	Closed	-$65K	–	3496
2021 Q2	$65K	Buy	+1,200	New	+$68.9K	﹤0.01%	1853
2021 Q1	–	Sell	-651	Closed	-$43K	–	3165
2020 Q4	$43K	Buy	651 +26	+4%	+$1.56K	﹤0.01%	1756
2020 Q3	$32K	Buy	+625	New	+$29.1K	﹤0.01%	1825
2020 Q2	–	Sell	-703	Closed	-$21K	–	2938
2020 Q1	$21K	Sell	703 -177	-20%	-$7.64K	﹤0.01%	1849
2019 Q4	$42K	Buy	+880	New	+$37K	﹤0.01%	1592

Other funds holding IAA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Advisory Services Network's IAA Position: Q1 2023 in Review

Advisory Services Network sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 3,900 shares — an estimated $156K sold.

Advisory Services Network first reported a position in IAA in Q4 2019 and held it in 6 quarters. The position peaked at $156K in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Advisory Services Network reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Advisory Services Network sold 3,900 IAA, Inc. Common Stock shares in Q1 2023, an estimated $156K.
Advisory Services Network first reported a position in IAA, Inc. Common Stock in Q4 2019 and held it in 6 quarters.
Advisory Services Network's IAA, Inc. Common Stock position peaked at $156K in Q4 2022.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Advisory Services Network's 13F filing for Q1 2023, filed 17 May 2023.