Allworth Financial’s IAA, Inc. Common Stock IAA Stock Holding History

Allworth Financial’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	-9	Closed	-$360	–	3332
2022 Q4	$360	Sell	9 -4	-31%	-$151	﹤0.01%	2706
2022 Q3	$0	Sell	13 -8	-38%	-$284	﹤0.01%	3237
2022 Q2	$1K	Sell	21 -573	-96%	-$21K	﹤0.01%	2324
2022 Q1	$23K	Buy	+594	New	+$24.4K	﹤0.01%	1206
2020 Q2	–	Sell	-6	Closed	–	–	1413
2020 Q1	$0	Hold	6	–	–	﹤0.01%	1355
2019 Q4	$0	Hold	6	–	–	﹤0.01%	1131
2019 Q3	$0	Hold	6	–	–	﹤0.01%	1035
2019 Q2	$0	Buy	+6	New	+$233	﹤0.01%	1057

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

Allworth Financial's IAA Position: Q1 2023 in Review

Allworth Financial sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 9 shares — an estimated $360 sold.

Allworth Financial first reported a position in IAA in Q2 2019 and held it in 8 quarters. The position peaked at $23K in Q1 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Allworth Financial reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Allworth Financial sold 9 IAA, Inc. Common Stock shares in Q1 2023, an estimated $360.
Allworth Financial first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 8 quarters.
Allworth Financial's IAA, Inc. Common Stock position peaked at $23K in Q1 2022.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Allworth Financial's 13F filing for Q1 2023, filed 18 Apr 2023.