Asset Dedication LLC’s IAA, Inc. Common Stock IAA Stock Holding History

Asset Dedication LLC’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	-475	Closed	-$19K	–	1111
2022 Q4	$19K	Buy	+475	New	+$17.9K	﹤0.01%	565
2021 Q4	–	Sell	-50	Closed	-$3K	–	1062
2021 Q3	$3K	Buy	+50	New	+$2.77K	﹤0.01%	895

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

Asset Dedication LLC's IAA Position: Q1 2023 in Review

Asset Dedication LLC sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 475 shares — an estimated $19K sold.

Asset Dedication LLC first reported a position in IAA in Q3 2021 and held it in 2 quarters. The position peaked at $19K in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Asset Dedication LLC reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Asset Dedication LLC sold 475 IAA, Inc. Common Stock shares in Q1 2023, an estimated $19K.
Asset Dedication LLC first reported a position in IAA, Inc. Common Stock in Q3 2021 and held it in 2 quarters.
Asset Dedication LLC's IAA, Inc. Common Stock position peaked at $19K in Q4 2022.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Asset Dedication LLC's 13F filing for Q1 2023, filed 24 Apr 2023.