BDO Wealth Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

BDO Wealth Advisors’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	-16	Closed	-$640	–	1105
2022 Q4	$640	Hold	16	–	–	﹤0.01%	938
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	1013
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	1033
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	1048
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	1081
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	1044
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	1096
2021 Q1	$1K	Buy	+16	New	+$950	﹤0.01%	1133

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 $27.7B AUM 52.44% 1-Year Est. Return

BDO Wealth Advisors's IAA Position: Q1 2023 in Review

BDO Wealth Advisors sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 16 shares — an estimated $640 sold.

BDO Wealth Advisors first reported a position in IAA in Q1 2021 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

BDO Wealth Advisors reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
BDO Wealth Advisors sold 16 IAA, Inc. Common Stock shares in Q1 2023, an estimated $640.
BDO Wealth Advisors first reported a position in IAA, Inc. Common Stock in Q1 2021 and held it in 8 quarters.
BDO Wealth Advisors's IAA, Inc. Common Stock position peaked at $1K in Q3 2022.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.