Avior Wealth Management’s IAA, Inc. Common Stock IAA Stock Holding History

Avior Wealth Management’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	-17,200	Closed	-$688K	–	1674
2022 Q4	$688K	Sell	17,200 -4,200	-20%	-$158K	0.05%	238
2022 Q3	$681K	Hold	21,400	–	–	0.06%	218
2022 Q2	$701K	Sell	21,400 -200	-0.9%	-$7.32K	0.07%	204
2022 Q1	$826K	Sell	21,600 -4,336	-17%	-$178K	0.07%	199
2021 Q4	$1.31M	Hold	25,936	–	–	0.11%	151
2021 Q3	$1.41M	Buy	25,936 +7,636	+42%	+$423K	0.12%	138
2021 Q2	$998K	Buy	18,300 +7,100	+63%	+$408K	0.1%	178
2021 Q1	$617K	Buy	11,200 +6,900	+160%	+$409K	0.07%	256
2020 Q4	$279K	Buy	+4,300	New	+$257K	0.03%	353

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

Avior Wealth Management's IAA Position: Q1 2023 in Review

Avior Wealth Management sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 17,200 shares — an estimated $688K sold.

Avior Wealth Management first reported a position in IAA in Q4 2020 and held it in 9 quarters. The position peaked at $1.41M in Q3 2021. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Avior Wealth Management reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Avior Wealth Management sold 17,200 IAA, Inc. Common Stock shares in Q1 2023, an estimated $688K.
Avior Wealth Management first reported a position in IAA, Inc. Common Stock in Q4 2020 and held it in 9 quarters.
Avior Wealth Management's IAA, Inc. Common Stock position peaked at $1.41M in Q3 2021.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Avior Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.